Clarity and confidence for each generation
The Geesman Group
312-525-4057
877-507-1573
UBS Financial Services Inc.
One North Wacker Drive
32nd And 33rd
Chicago, IL 60606
At The Geesman Group, we are a caring, experienced team whose level-headed advice and disciplined approach provides business owners, entrepreneurs and their families with a consistent source of financial guidance and education. Because our clients lead busy lives juggling multiple priorities, they count on us to help clarify and simplify their financial world. That’s why we create a structure that helps them maximize their time and focus on other endeavors. In turn we continue to provide thoughtful stewardship, risk management, and advice to help pursue their most important planning and investment goals.
From funding a comfortable retirement to transitioning your business for sale or succession to crafting a thoughtful wealth transfer strategy, our team will work with your other professional advisors and deliver an integrated plan designed for you, your family and the future you envision. Most important, we’ll build a relationship that puts your best interests first, earns your confidence and helps grow and protect your wealth today—and for generations to come.
Enduring relationships you can count on
Our comprehensive wealth planning advice can help you pursue your goals throughout your lifetime. But our personal relationship with you and your family is equally important.
What makes you “tick”?
We spend the time it takes to really get to know you and your family and the priorities you have for your wealth and your future. Our conversations are detailed, specific and ongoing—that’s how we learn what’s important to you and the concerns that keep you up at night.
From our commitment to investor education to becoming your phone call of choice when you need guidance, a solution or even a patient listener, we are a truly collaborative team that will help you make informed, confident decisions across all areas of your financial life.
Multigenerational planning for families
We help families work together to make decisions—for today
and tomorrow.
A generational approach
Because we understand the dynamics of families and their wealth transfer concerns, we can help you build a comprehensive plan for transitioning assets to future generations. We begin our planning process with deep discovery conversations that will fully identify your priorities, goals, concerns and values—all factors that can help prepare the next generation for carrying on your legacy.
Our goal is to help you protect and preserve your wealth and legacy, while providing education and information to help prepare your children for the responsibilities that come with significant wealth.
Pre- and post-sale planning for business owners and entrepreneurs
We help business owners, early-stage founders and their families navigate risk and optimize their future liquidity event.
The earlier you plan, the better
Closing the deal has often been the focus for many of our clients. In fact, we often find that they have not thoroughly planned their exit. But in reality, our early-stage involvement and planning conversations enable us to access all of the resources you need to support your business goals as well as long-term wealth preservation and tax planning concerns.
We can also coordinate with our investment banking team for insight into structuring your transaction, appraisals and valuations. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.
UBS, a global leader in wealth management
Access to premier resources and opportunities is a top priority for our clients—it’s the reason we chose UBS.
At UBS, our singular focus is wealth management. We have experience managing significant wealth, drawing on proprietary research devoted exclusively to helping our clients make better decisions. In fact, the complex needs of our clients drive the solutions we provide—whether from inside or outside of UBS—across a full range of products and platforms. We’re here to address every dimension of your life and your goals—investments, business, philanthropy and legacy—to develop a plan that’s truly personalized for you. It’s what we believe our clients need today, and always. Advice. Beyond investing.
In a rapidly changing, increasingly intertwined global economy, you also need to have confidence that your firm of choice is strong and stable.
Our perspectives
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