Comprehensive planning for each generation

Are you looking to grow your assets? Do you have sufficient cash flow to pursue the future you want? What concerns you the most about passing your wealth to future generations? When it comes to your life questions, our dedicated team can help you determine the best path forward.

We begin each relationship with a series of in-depth conversations. Our financial planning process is designed to help us understand where you are today and what you’re looking to achieve.

From there, we help you prioritize your goals at each stage of your life.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

We recognize that managing wealth spanning several generations requires a careful approach. As you think about passing assets onto the next generation, will you and your family be prepared?

Family conversations about wealth can be tough, even under the best of circumstances. We have extensive experience managing the dynamics and challenges of multigenerational wealth and will work with you and your family to provide strategies for the next generation and education on philanthropy.

We harness the broader resources of UBS to meet your more specialized needs in the areas of:

• Portfolio development
  
  
• Family legacy planning
  
  
• Philanthropic planning
  
  
• Asset protection
  
  
• Risk management

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.