Lige Gillis
Senior Vice President of G2 Wealth Management at Ubs
Based in Atlanta, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
118K
Contact information
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l•••••••@ubs.com
Phone
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Background
About Lige Gillis
Families aspiring to multigenerational prosperity need to address the challenges facing their family, business and wealth. Family business, balance-sheet, and philanthropy succession are strategic decisions that can either pose a significant danger to family wealth or present an opportunity to capitalize on family talent. If there is oversight, education and accountability. Lige and his team, G2 Wealth Management, foster a dynamic, innovative culture providing private business owners and high net worth private-wealth relationships with customized ownership and liquidity strategy, family education, to protect their net worth and preserve their values. They do this by maintaining a low client/advisor ratio in an effort to learn about your family and business history, your ideas and expectations now and for the future generations, and they work closely with your other trusted advisors. The outcome is an orchestrated strategy that includes customized family education, ownership and estate techniques, and investment management that allows clients to enjoy their financial independence. As the senior relationship manager, Lige brings a highly personalized supervision over all aspects of each unique family strategy.
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