$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our wealth management team works extensively with entrepreneurs, business owners, professional athletes and their families. We help our clients prepare their estates for the future liquidity they are destined to earn, and help plan for the complex challenges you may face—those that are known, as well as those unforeseen. We also help to avail our clients to investment opportunities commensurate with such wealth.
Our mission is straightforward: to help provide the advice and knowledge you need to accomplish your goals. It is our job to make sure you are clear about your options and plan early. To best serve our clients, we have forged close, strategic relationships within UBS—one of largest wealth management firms in the world—and with outside professionals. It is all about you: we are passionate about our clients and the work we do for them.
We help guide clients to purposefully match capital to address specific goals, much like an endowment or pension plan does. Our investment approach leverages principles of behavioral finance and a stellar investment platform to address specific short-, intermediate- and long-term goals.
Our collection of resources are designed exclusively for visionary middle market business owners, to illuminate their path to success with unparalleled insights, resources, and connections.
Location details provided upon RSVP
“Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”
— Josh Pottinger
How we've helped clients...
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
51 countries
Our global footprint