Tailored insights. Strategic solutions

Advice that looks beyond your portfolio

Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof.

Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

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team photo 2023

Our team

16 person

seasoned team

100+

Collective years of experience

> $2.4 billion

Assets under management


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Comprehensive planning for significant wealth

Retirement travel

Retirement readiness

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A leading global wealth manager

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Approach your financial future with confidence

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Planning for a changing tax landscape

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Dividing wealth across generations

Advice tailored precisely to your needs

We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward

Resources for physicians

Watch our video series below that addresses many of the most pressing issues doctors face at different points in their career.

Professionals

Professionals

From family business success to succession

From family business success to succession

Making a lasting difference

Making a lasting difference

We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges.

The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business.

Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction. 

We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.

Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.

Formula 1

Date.November 24 2024

Las Vegas. NV

    Team recognitions and more

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.9+ trn

    UBS Group invested assets
    As of 06/30/2024

    51 countries

    Our global footprint

    Global leader

    UBS is a leading and truly global wealth manager

    Insights