3 Point Legacy Advisors at UBS
The 3 Point Legacy Advisors at UBS have developed a proven track record of helping business owners and entrepreneurs Create, Grow and ultimately Transition - the “3 Points” - their company in a way that provides financial stability for generations and a lasting legacy they can be proud of. Five of our twelve professionals carry the Certified Exit Planning Advisor (CEPA) designation, which allows us to provide expert advice to owners throughout all stages of the Exit Planning process – even as early as 10 years before an expected transition.
Products and/or services
Leveraging the resources of UBS - the largest Wealth Management Firm in the world – the 3 Point Legacy Advisors manage approx. $1.5BN in client assets and are acutely focused on serving the needs of Business Owners and Entrepreneurs. We work with over 200 privately owned businesses and as such, have a unique understanding of the wide range of needs that come with owning a private or family business. This includes, but is not limited to:
- Pre & Post-Sale Planning – five Certified Exit Planning Advisor (CEPA) professionals
- Investment Banking & Valuation Services
- Risk Management Solutions – including a specialty in Captive & Self-Insurance
- Family Advisory and Governance
- Wealth Transfer & Estate Planning
- Personal & Commercial Banking Solutions
- Corporate & Retirement Plan Services
- Tax Minimization Planning
Past/current involvement with the Goering Center
We view our practice as Family Business and even have a multi-generational component between founding partner Mike Hyzdu Sr. (Retired) and current partner Mike Hyzdu Jr. (Managing Director). Through the family business lens, Mike and Mike joined the Goering Center as an avenue to help grow and ultimately transition the practice.
Special offer for Goering Center Core Members
As a part of our M&A network (both Global and Local), we would like to offer a complimentary valuation and growth strategy consultation to Goering Center Core Members. As Certified Exit Planning Advisors, we have developed a consistent and focused process to create the roadmap for your transition plan – even as far as 10 years prior to a potential transition. We then use this pre-transition business plan as a framework to build out your personal side of the balance sheet – including Family Advisory, Governance, Investment Strategy and Cash Flow Planning. We would offer this to Goering Center Core Members at no associated cost and with no obligation or commitment.
Primary contact: Lucy Lane Broderick
8044 Montgomery Rd, Suite 1000
Cincinnati, OH 45236