$5.8+ trn
UBS Group invested assets
As of 03/31/2024
With all that you have accomplished in life, you may still have questions about how to navigate today's global markets, create lifetime income, transition a business and set your estate for future generations. In today’s complex economy, you need the close relationship of a Private Wealth Advisor more than ever.
As a young, accomplished and driven team, we provide direct access to the global resources, thought leaders and senior decision-makers of UBS, the largest wealth manager in the world.1 We work with a select group of exceptional, multigenerational families, providing a highly tailored, white glove experience.
Whether we’re advising international families, clients based in the US or those looking to relocate to Puerto Rico, we place personal relationships, integrity and trust at the center of our practice. By providing a defined process that drives specific investments strategies, we can help you and your family meet today's liquidity needs, pursue tomorrow's goals and set your plan for future generations.
1Scorpio Partnership, Global Private Banking Benchmark, 2018.
Our deep relationships with our clients comes from years of building trust and listening to them. We are proud of being consistently resourceful and reliable. In my 20 years at UBS I have learned time and again putting clients first is the recipe for success.
Providing Private Wealth Management services directly or coordinating with the head of your family office, we are a boutique team within the US Wealth Management International division at UBS. Distinguished by our training, access and understanding of complex wealth, we develop planning and investment solutions that are unique to each family member and support your overall family vision.
Managing Director–Wealth Management
Financial Advisor
Managing Director
Financial Advisor
Executive Director
Financial Advisor
Team Administrator
Financial Advisor
Client Associate
Client Associate
Associate Director
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director
Financial Advisor
Executive Director
Financial Advisor
Team Administrator
Financial Advisor
Client Associate
Client Associate
Associate Director
Senior Wealth Strategy 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.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
An overview of philanthropic strategies and their impact to help you evaluate different options.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 03/31/2024
