About William Murphy
As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. Bill is a member of UBS' Chairman's Council, recognizing him as one of the top advisors of UBS. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite clien... Read More
As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. Bill is a member of UBS' Chairman's Council, recognizing him as one of the top advisors of UBS. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.
Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, business valuation enhancement, business transition, and tax mitigation, asset preservation, liability management, estate planning and philanthropy. Read Less