Forensic Investment Team - UBS Financial Services Inc.

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100 Crescent Ct
Dallas, TX 75201

The Forensic Investment Team at UBS Financial Services Inc. in Dallas, TX, boasts over 40 years of wealth management experience, specializing in managing investments for affluent individuals, business owners, and institutions. By leveraging UBS's top-rated global equity research and expertise, the team provides tailored investment strategies, including concentrated equity positions and private equity offerings.

Led by seasoned professionals with extensive backgrounds in finance, the team emphasizes sophisticated relationship management in both pre-liquidity and post-liquidity situations. Their commitment to high net worth clients is reflected in their personalized approach, utilizing UBS's global capabilities to deliver bespoke wealth management solutions.

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