Michele Grossi - UBS Financial Services Inc.

Michele Grossi - UBS Financial Services Inc. in Beverly Hills offers tailored wealth management solutions for successful entrepreneurs, executives, and entertainment professionals. The firm emphasizes a collaborative approach, providing clients with strategic access to extensive research and resources to help navigate the complexities of their financial lives.

John Halperin, Senior Vice President and Athletes and Entertainers Consultant, leads a team dedicated to addressing clients' unique liquidity, longevity, and legacy needs. Their comprehensive planning services encompass investment management, tax strategies, wealth transfer, and life transition planning.

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