Kayvon and his team work with a diverse group of clients from various backgrounds— entrepreneurs, physicians, attorneys and other successful individuals and families, as well as a stable of institutional clients. From helping with education savings plans to developing sophisticated estate planning strategies and implementing philanthropic giving vehicles, Kayvon works closely with his clients to help address all aspects of their financial lives.
What sets Kayvon apart from his peers is his work with entrepreneurs. As a Certified Exit Planning Advisor, Kayvon is uniquely positioned to guide his clients through the entire cycle of owning, growing, and eventually exiting a business. Kayvon’s work with founders and business owners often begins several years before the actual exit, in order to help grow the business’s enterprise value. Starting to plan early helps not only to ensure proper execution of the eventual monetization event, but also to solidify the alignment of clients’ business transition objectives with their family’s personal goals.
In 2020, I was chosen by my peers to serve a three-year term on the UBS Financial Advisor Advisory Council (FAAC). The Council’s 14 Financial Advisors are the collective voice that represents nearly 7,000 peers in raising and communicating issues with the firm’s executives to help all of us more effectively meet the needs of our clients.
Kayvon joined UBS in 2011 as a Financial Advisor in Washington, DC. He attended Roanoke College where he received a bachelor’s degree in business administration and was an all-conference member of the men’s soccer team. Kayvon lives in Bethesda, MD with his wife, Nadira, their son, Arya, their daughter, Neyla, and their European Doberman, Pasha. Kayvon enjoys fitness and playing soccer, as well as traveling and dining out with his friends and family.