$7 trn
UBS Group invested assets
As of 12/31/2025
At the Montenegro Group, we act as trusted advisors to accomplished executives, entrepreneurs and institutions, to simplify and execute comprehensive, multi-generational wealth management. Often an event, such as the sale of a business, achieving a new category in a high-level corporate structure, or life event, will prompt the need to add additional thinking.
With the resources of a global leader in Wealth Management Solutions and decades of experience in financial planning, we strive to eliminate the financial “noise” that hinders sound, decision-making and support collaborative efforts with you and your trusted advisors to build long-standing, meaningful relationships.
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
