Helping you navigate the life cycle of wealth

Private Wealth Management

UBS reflection

As part of UBS Private Wealth Management, Alvarez Generational Wealth Consultants can help you leverage the extensive global resources of UBS

The expertise of our Asset Management, Investment Banking and Global Family Office divisions help address the multifaceted scope of your wealth. Year after year, successful families, entrepreneurs, executives, foundations and senior executives choose us to help them simplify their financial world, manage risk and pursue their most important long-term financial goals.

In turn, we deliver tailored strategies that integrate all of your complex investing, planning and financing priorities at each stage in the life cycle of your wealth. With our complete commitment to your financial well-being and the stewardship of a dedicated family office-type relationship, we’re here to help you, your family and your business navigate confidently toward the future.

It’s not just okay to plan your exit. It’s critical.

In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
You launched your business with enthusiasm. Prepare for your exit the same way.

*Source: UBS Investor Watch Report “Who’s The Boss,” February 2018 


Will my legacy reflect my vision and my values?

Stock exchange

Am I maximizing the value of my equity awards?

Man with glasses

Have I taken my company as far as I can?

Tree roots

Is my wealth making a difference?

UBS building

How can the global resources of UBS address my many needs?

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager