Naples - "Liquidity, Taxes, and Timing: A Family Office Playbook for Private Markets"

Russ leads the vast team of advisors for PNC Private Bank and Hawthorn Family Office in Naples, FL.  His team are experts in Wealth Strategy (cashflow, retirement, income, legal, tax and custody planning), Investment Strategy and Tactical Allocation, Private Banking, Trust Services and Generation Skipping Planning.  All of this lead by his Proactive Relationship Managers who provide each client with an unparalleled experience that is uncommon in a sea of wealth managers.  This team works with clients and families that have between $2MM and $100MM+ in the Naples & Fort Myers area.

Brendan Sullivan is a Principal in the CliftonLarsonAllen LLP Transaction Tax Group. He has more than 20 years in public accounting experience, including significant experience serving multinational corporations, private equity firms, and closely held businesses with transaction tax planning, domestic and cross-border transaction structuring and planning, compliance, and consulting.

Technical experience

• Assists clients with solving complex tax and business issues, including tax structuring of mergers and acquisitions, tax planning for financially distressed companies, and identifying state and local tax efficiencies
• Extensive technical knowledge and capabilities in assisting companies with pre and post close advice, specific examples include: assistance with LOIs, net cash proceeds, comparative transaction analysis’ including gross ups, transaction costs analysis and Section 382 limitation calculations
• Experience includes involvement in a variety of transactions, ranging from less than $1 million acquisitions to multi billion dollar transactions
• Experience in working with other tax and non-tax professionals, including attorneys, investment bankers, and financial advisors, to provide integrated practical transaction strategies

Ravi Ugale brings over 30 years of experience across private credit, secondaries, private equity and investment banking. He has a demonstrated track record of investing across market cycles, with deep experience in underwriting illiquid assets, evaluating manager quality and identifying market dislocations that create compelling secondary opportunities. His combined experience in direct investing and manager selection provides a differentiated perspective on portfolio construction, risk pricing, and resilient credit exposure.

Mr. Ugale is a Managing Director at Star Mountain Capital and a senior leader within the firm’s credit secondaries strategy. He is responsible for originating, underwriting and managing investments, with a focus on complex, off-market opportunities and structuring transactions that emphasize downside protection and attractive risk-adjusted returns. He works closely with individual and institutional investors on capital formation and portfolio construction within private credit secondaries and plays an active role in mentoring and developing investment talent across the firm.