$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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UBS is a leading and truly global wealth manager