Legacy Multi-Family Group uses sports-minded approach in wealth management

4 articles · Updated · Barron's · May 8

The Los Angeles UBS team has five advisers and 10 support staff, serving about 100 ultra-high-net-worth families, many entrepreneurs, with roughly 60 clients having had liquidity events in the past decade.
Co-heads Patrick Schaffer and Ryan Bristol, with senior partner Corey Mazza, said they split duties across investments, estate and tax strategy, lending, philanthropy, business development and family office services.
The group said athletic and military backgrounds shape a client-first, team-oriented culture, while regular meetings and off-sites help manage internal friction and support athletes, entrepreneurs and complex pre-transaction planning.

How does this team's model aim to defy the 90% generational wealth curse?

With $100 trillion changing hands, what is the biggest mistake the newly wealthy make after a liquidity event?

What crucial pre-sale preparations do most entrepreneurs overlook when aiming for maximum valuation?