$5+ trillion
In invested assets globally
As of 11/07/2023
Private Wealth Management
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Wealth Management Associate
Wealth Management Associate
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Wealth Management Associate
Wealth Management Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Research shows that many business owners haven’t done much actual planning around exiting their business. Unfortunately, lack of planning may result in a lower valuation when the business owner is ready to sell. Selling a business may take longer than expected — most sales take six months to two years. Read the full feature article that I wrote for InBusiness.
"Advising successful individuals allows me to craft sophisticated strategies that optimize wealth and create lasting legacies. It's a challenge that demands creativity and precision – which I love. Knowing that I am part of transforming a client’s financial goals into real achievements is what motivates me." – Scott MacDonald
Learn what it’s like to work with Scott.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
