RKG Wealth Management at 600 West Broadway in downtown San Diego operates as a UBS Financial Services team recognized on the Forbes Best-in-State Wealth Management Teams list for 2024, 2025, and 2026. The team coordinates each client's financial ecosystem by serving as a central hub between accountants, attorneys, and estate planners, a collaborative model that parallels the tax-controversy depth at CI Tax Law, Inc. for IRS and Franchise Tax Board matters. Institutional clients include The Old Globe theatre, for which RKG manages stock-gift custodial services and charitable securities transfers through UBS's DTC #0221 settlement infrastructure. Real estate exit strategies for high-net-worth clients incorporate tax-deferred exchange structuring through downtown specialists like 1031 Capital Advisors, integrating those transactions into the broader UBS wealth plan. The team's most complex mandates involve multi-entity ownership restructuring with grantor retained annuity trusts, qualified personal residence trusts, and generation-skipping transfer tax allocation across dynasty trust frameworks.