$3.9 trillion
In invested assets globally
As of 12/31/2022
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
They’re patient, practical, precise. Persistent in their dedication to clients. It’s no wonder that women excel as financial advisors. Yet some of them rise above given their unwavering commitment to excellence. Among them is Laurie Barry - a consistently ranked top wealth advisor.
Hear from Andy Burish, Managing Director of our strategic partner, The Burish Group, on his views on deglobalization and its effects on inflation.
Where you are today is the result of your passion for the business you’ve built—and a lifetime of work. But what is your vision for life after you walk away from your business? What you do next is critical for you and your family. This report provides perspectives to help you navigate planning for life after exiting your business.
This report shares stories and insights from three Project Entrepreneur female founders, along with advice from a venture capital leader who invests in technology start-ups led by women who are looking to solve some of the world’s biggest problems. It concludes with new ideas for how you can support early-stage entrepreneurs and their passion for innovation.
You’ve worked hard to build and grow your business. But have you thought about the day when you might walk away from it all? This report provides a framework for how you can drive the value of your business and take it to the next level. It’s not only about how you grow your revenue or income. It’s about solidifying the value of your business to help make it more appealing to buyers.
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.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Wealth Advisor
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Wealth Advisor
Senior Wealth Strategy Associate
Client Associate
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
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
