Please mark Tuesday, March 12th on your calendars, as you won’t want to miss the opportunity to network with fellow members and share in a presentation, discussion and Q&A session on a topic sure to be of interest to all of us.
Partnering with UBS Financial Services Inc., the New York Family Business Center invites you to attend and participate in an event to welcome our guests, Keith Apton and Colette Powers. Keith’s presentation will focus on how business owners can monetize part or all of their company in a tax-efficient manner while maintaining control of their business and having an upside interest in future growth.
Keith has almost 17 years of experience in the financial services industry, with an extensive background in corporate finance. As founding partner of the Capital ESOP Group at UBS, Keith leverages the resources and intellectual capital of UBS to assist his clients and their families in creating personalized financial solutions. Keith is an active member in the ESOP community. His total participation in ESOP transactions has exceeded $2B in transaction value across sectors and industries. Additionally, he is a member of the finance committee for the ESOP Association, as well as the National Center for Employee Ownership. Colette is a Financial Advisor and Certified Exit Planning Analyst.
Building on its history of over 150 years, UBS is committed to bringing its global resources to help clients pursue their wealth management goals by offering customized solutions delivered by dedicated Financial Advisors. The team’s experience, integrity, family office services and proven process have helped cultivate trusted, long-standing relationships with clients, have helped families grow their assets, mitigate the impact of taxes, manage liabilities, and created estate planning strategies that preserve generational wealth.
Our event will be held in Simon’s Pub, Campus Activities Center on the Le Moyne campus. Please join us from 4-6:30 p.m. for cocktails and light snacks. Our presentation will begin at
5 p.m. and promises to bring awareness and understanding to help members gain valuable insights and new perspectives.