Hendler Stern-UBS Financial Services Inc

The Capital ESOP Group, located in Washington, DC, is a wealth management firm specializing in helping business owners understand their options when it comes to unlocking the value of their businesses. With a focus on providing a thoughtful and holistic exit strategy, The Capital ESOP Group aims to assist business owners in planning for a successful transition and ensuring the financial future of their families and employees. Offering services such as tax-efficient exit strategies, employee stock ownership plans (ESOPs), and assistance with managing repurchase liability, The Capital ESOP Group leverages the depth and resources of UBS Financial Services Inc. to provide comprehensive solutions for privately held businesses. Whether it's monetizing a business, expanding operations, or succession planning, The Capital ESOP Group is dedicated to helping business owners navigate the complexities of their financial decisions.Generated from the website

Finnerty Partners, a boutique operation within UBS Financial Services Inc., specializes in providing comprehensive wealth management services to ultra-high-net-worth entrepreneurs and their families. With a focus on navigating the complexities of significant wealth, the firm offers tailored financial planning, investment strategies, and family office services to help clients secure a thriving future. Led by Managing Director William Finnerty, the team at Finnerty Partners is dedicated to delivering informed business perspectives and market insights, ensuring that clients receive exceptional service and support. The firm prides itself on building strategic connections within the entrepreneurial community, fostering meaningful legacies through philanthropy and legacy planning. Generated from the website

Massey Jackson Partners at UBS Financial Services Inc. in Washington, DC, specializes in multigenerational wealth management for affluent families and comprehensive consulting for nonprofit organizations. Their personalized approach ensures that clients receive customized strategies tailored to their unique financial goals and needs. The team, led by experienced professionals, is dedicated to fostering long-term relationships through quality client service and accountability. With a focus on investment planning, asset allocation, and portfolio construction, they aim to provide the confidence and support necessary for clients to achieve what matters most to them. Generated from the website