Over $1 billion
Assets under management
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
– Wealth transfer and education for multigenerational families
– Pre- and post- transaction planning for business owners on the sale of their business
– Bringing clarity and stability to complex family issues such as divorce, special needs, and intra-family disputes
– Charitable planning and fulfilling philanthropic goals
– Tailored banking and lending solutions
– Access to best-in-class alternative investments
– Retirement Plan Consulting
– Institutional Consulting
Over $1 billion
Assets under management
9 person
seasoned team
Over 50
Collective years of experience
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022