C2 Advisors - UBS Financial Services Inc.

C2 Advisors, a team of forward-thinking professionals with over 100 years of collective experience on Wall Street, provides thoughtful advice to successful multigenerational families, business owners, private equity firms, financial sponsors, and institutions. With expertise across public and private markets, banking and tailored lending, philanthropy, wealth structuring, financial planning, insurance, and investment banking, C2 Advisors offers a boutique family office experience designed to serve the unique challenges and complexities of their clients.

Combining their expertise in investment management, wealth advisory, and boutique-level service with the global resources and balance sheet of UBS, C2 Advisors provides access to unique private markets transactions, tailored lending, real estate financing, third-party capital raising, and investment banking services. They curate events and opportunities for clients to connect with each other, fostering long-lasting partnerships and co-investment opportunities. With a diverse team across professional backgrounds, accreditations, gender, and generations, C2 Advisors is dedicated to understanding the needs of their clients, providing holistic guidance, and helping them realize their unique vision for their wealth, family, and legacy.

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