Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.
Eleanor of Aquitaine* was one of the most influential figures in western Europe during the 12th century. She was duchess of Aquitaine and subsequently queen of France and England. As one of the wealthiest and most powerful women of the time, she was an important patron of poets and writers.
Eleanor was an innovator and is said to be responsible for the introduction of built-in fireplaces, first used when she renovated the palace of her first husband Louis in Paris. The innovation spread quickly, transforming the domestic arrangements of the time*. https://www.history.com/topics/british-history/eleanor-of-aquitaine
In choosing our team name, we were inspired by Eleanor’s determination and creativity. We are proud to have established our team with the world’s largest wealth management firm, and aspire to bring Eleanor’s principles to our practice.


Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice