$6 trn
UBS Group invested assets
As of 12/31/2024
At Alignment Partners, we‘ve purposely built a diverse team across industry experience, backgrounds, credentials and passions. That diversity of knowledge and perspective provides our successful clients—leaders in finance, founders of great companies and exceptional women—with the power to make informed decisions for their families. And yet we are also of one mind— in fact, in complete alignment—when it comes to our commitment to you, to sit on the same side of the table and to put your interests first. Above all, we strive every day to provide uncompromising service paired with transparent, thoughtful and unbiased advice.
New ideas. Holistic approaches.
As a group of forward-thinkers, we understand the value of bringing discipline to your financial world and applying innovative approaches to solve the complex issues that often accompany substantial wealth. Most importantly, whatever your objectives or the challenges you face, you‘ll find our team to be completely energized with new ideas, holistic approaches and solutions that are creatively designed and strategically managed. Each recommendation we make is tailored exactly for you, your priorities and the goals that matter.
A world of access and opportunity
Thoughtful wealth structuring and investment management will always be fundamental to our practice, given the depth of our capital markets knowledge and experience. The current environment and the ambitions of our sophisticated clients require us to have that edge. But we are also a team of advisors within a global firm that truly focuses on serving the needs of the world's most exceptional families. To us, it's that level of access, intelligence and engagement that can help you pursue your broader financial goals.
Through the exclusive UBS Private Wealth Management division, our team has access to the full depth and breadth of UBS resources and expertise:
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
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.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Managing Director–Wealth Management
Private Wealth Advisor
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Executive Director
Senior Wealth Strategist
Executive Director
Family Office Design & Governance Strategist
Managing Director
Relationship Manager
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Head, Tax Efficiency Planning Strategist
Managing Director–Wealth Management
Private Wealth Advisor
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Executive Director
Senior Wealth Strategist
Executive Director
Family Office Design & Governance Strategist
Managing Director
Relationship Manager
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Head, Tax Efficiency Planning Strategist
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.
Learn more about our team and the capabilities that we can provide for you.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
