Dynamic solutions for complex wealth

The BoundaryRock Group Photo

At The BoundaryRock Group, we believe we truly have the investment experience and planning infrastructure that can make a difference for sophisticated investors with complex needs. With experience in private equity, institutional portfolio management and cash flow planning, our advice offers you a financial planning foundation with dynamic, risk-managed solutions that we tailor specifically for you and the life you lead.

Whether you’re sourcing business capital for a new venture, structuring your estate or establishing a family trust, we have the insight, network and resources to help you move forward toward your goals.

Like the Boundary Stones of Washington D.C. that inspired our name, we’re here to provide clarity, stability and opportunity each step of the way.

- The BoundaryRock Group
Helix Bridge

Investing shaped by institutional perspective

Office Seating

Private equity insight and opportunity

Woman Architecht

A strong and stable planning foundation

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

Global leader

UBS is a leading and truly global wealth manager

Insights

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