Ryan McClellan is a top financial advisor with an impressive background, having been recognized by Forbes, Barron's, and the Financial Times as one of the best in the country. With expertise in pre/post-sale liquidity event planning, he offers a holistic approach that incorporates advanced estate/trust/philanthropic planning, along with family governance and next-generation engagement.

Ryan is part of an eight-person team that advises some of the most successful people in the country, ranging from entrepreneurs and leaders of successful private and public companies to multi-generational family groups and foundations. As a designated Family Office Consultant for UBS, he provides a wide range of resources to private family entities that have been formed to manage significant family wealth.

With a focus on tax and cost efficiency, Ryan provides objective investment management, tailored lending, and custom hedging, monetization, and risk management strategies for concentrated stock positions. He has studied MBA, Finance at UCLA Anderson School of Management, BS, Business Administration at the University of Southern California, and at Davidson College.

Joining Ryan's network means consenting to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates. However, Ryan clarifies that his comments are his own and do not reflect the view of UBS Financial Services Inc., its subsidiaries, or affiliates.