Our team’s personalized approach provides goals-oriented, multigenerational wealth management for high net worth families and comprehensive institutional consulting for endowments, foundations and not-for-profits.
Whether we’re advising a pension fund or an individual investor, we work closely with you to create a fully integrated plan. Although each member of our deep and integrated team has a clearly defined role and a specific set of skills, we work together, driven by our core values:
Our wealth management approach is dedicated to helping our clients get the guidance and knowledge they need to accomplish their goals. It all starts with a plan.
$ 3.2 Billion
Assets under management
Collective years of experience
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
In invested assets globally
As of 12/31/2022
Our global footprint
UBS is a world-leading wealth manager