Los Angeles, CA Financial Advisors | The Spinner Group

Wealth management for your life and legacy Private Wealth Management

The Spinner Group

310-734-3880

855-208-7969

UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067

The Spinner Group has broad experience in managing the dynamics and challenges of affluent multigenerational families, entrepreneurs and executives—and a world of resources to address your vision for the future. We devote the time to delve into your specific circumstances to explore your often complex current and future needs. From gaining a greater understanding, we create a dynamic and personalized plan.

Deep understanding

Our relationships look beyond assets

Our conversations address the concerns you have today—and the ones you may not see coming.

Where do your passions lie?
What do you want for your family?
How do you see the next chapter of your life?

We strive to clarify your questions and understand what matters to you, your family and the hopes you hold for the future. With this deep level of knowledge, we can then create a dynamic and personalized plan—one that adapts as you accomplish goals and assume bolder undertakings.

Advice for who you are

We serve many types of clients with diverse and often complex needs

We strive to give you every opportunity to achieve your life’s goals. It’s what we believe every investor needs today. Advice. Beyond investing.

Multigenerational families
Managing wealth spanning many generations requires a careful approach. We have the insight and time-tested strategies to address these challenges.

Entrepreneurs
We can introduce you to the right investment relationships as well as innovative, yet pragmatic, solutions to support new undertakings.

Corporate executives
We offer a disciplined and strategic planning approach for your wealth-building years, but also for when the time comes to transition out of corporate life.

Advice for the life you lead

We manage your wealth with your life in mind

The vast global resources of UBS help us address every aspect of your financial world.

Investments
Delivering market perspective that builds confidence

We relentlessly focus on bringing the best opportunities— from wherever they may come—for every type of investor and circumstance. By drawing upon UBS’s investment analysis and the experience of our professionals, we take a disciplined approach to help manage risk while working to maximize portfolio growth in a constantly changing investment landscape.

Passion
Bridging philanthropy with investing

To help further the causes you care about, we provide a network of experts and resources including comprehensive philanthropy solutions, sustainable investment opportunities and more. Equally important, we ensure that your philanthropic structures are aligned with your overall wealth management plan while striving to maximize tax efficiencies.

Business
Navigating executive wealth and business transition

Our team of corporate finance specialists offers advice and comprehensive services including equity and debt capital financing, guiding you through every stage of the business lifecycle. In the case of privately held businesses, we work with our investment specialists to help manage your liquidity events with appropriate solutions to address your goals.

Legacy
Helping you protect your wealth across generations

With the goal of translating your intentions into a tangible plan for future generations, we work with dedicated teams of family specialists, holistic wealth planners and philanthropy experts. Because family participation is critical to ensuring the success of your legacy, we facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish with your wealth.

Global resources. Local insight.

We have one priority: to uncover the best opportunities for you

From our global family office services to tailored financing solutions and customized portfolio structuring, we access the institutional capabilities and planning resources across our entire firm to help you achieve your most important personal and professional goals. Supported by this expertise and collaboration, we are well positioned to provide you with the advice you need.

1. Discover
2. Plan
3. Design
4. Access
5. Implement
6. Review

Listening to your needs

We ask insightful questions to get to know you, including who and what is important to you and what you want your legacy to be.
Obtaining all information about your investments helps us understand your finances and the composition of your current portfolio (liabilities, estate planning, legacy planning).
Our initial conversations clarify your priorities, your risk tolerance, time horizon for achieving objectives, liquidity and cash flow needs.
Your family is an extension of our relationship. We will discuss how you would like to include them in decision-making and planning over time.

Identifying the right solution set

Where appropriate, we bring in our estate planning specialists to help ensure that your current plan is consistent with your objectives and desired legacy.
We conduct a Financial Goal Analysis, which uses Monte Carlo Simulation to assess the probabilities of your portfolio meeting your long-term goals. This gives us tools to discuss with you what strategies best meet your needs.
Our asset allocation analysis helps us design a strategy that is tailored to you.

Tailoring your strategy

After thorough analysis, including discussions with your other professional advisors (tax, legal, etc.), we will provide you with a customized strategy.
Our comprehensive recommendations will address the full scope of your wealth management needs: investments, estate, philanthropic and business succession planning.

Drawing from experts around the world

As Private Wealth Advisors, we have direct access to our firm’s most prominent thought leaders.
Our resources are extensive and include: 1200 Research Analysts and Strategists worldwide, Capital Markets Trading Desks, Global Investment Committee, Investment Manager Research Team, Portfolio Advisory Group, Private Bank, Global Family Office and Family Advisory Services and Estate, Insurance and Tailored Lending Specialists and Global Investment Bank.

Putting your estate/wealth/investment plan in place

We translate your goals, intentions, and hopes into a tangible plan for you and for your family, which will serve you now and for future generations.
We utilize a team approach in our planning process with our dedicated estate and planning specialists at UBS as well as holistic wealth planners and philanthropy experts.
Our investment plan utilizes an open architecture platform, which supports our recommendations for best in class investments, including active, passive and alternative strategies. We also include any evaluation of your current investments and consider the tax impact of any changes.

Ongoing monitoring, communication and reporting

Communication is ongoing so that you know where you stand today and what you may need for the future.
We monitor your portfolio’s performance and make adjustments when market conditions, objectives and priorities change.
We can track all of your assets, not just those at UBS.
You can expect that we will check in with you at least every quarter to arrange calls or meetings that will keep us updated on your life and your goals. We will also review strategy and discuss performance.
We help run family meetings to educate parents, children and grandchildren, where appropriate.