We aim to simplify the complicated

You have dreams, a vision of the future that is uniquely yours. You also have questions and concerns about making the right decisions regarding your personal, business and the financial world of your family. You expect clear answers and solid guidance from your advisor.

As a multigenerational team, we pride ourselves on the candor and ease of communication that we develop with each generation of our clients. For more than five decades, we have been building trusted relationships that are supported by our core values:

  • Service. As your steady point of contact, count on us to be your “personal CFO” for all aspects of your financial life.
  • Integrity. We will always be straight with you. We will tell you what is possible, what is not and what we believe is right for you.
  • Experience. We are a “firm within the firm” at UBS. Our deep, collective experience is backed by one of the leading wealth managers in the world.
person a top mountain

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

Insights

Wealth transfer and tax strategies

Wealth transfer and tax strategies

Your family’s values and legacy

family legacy

Your family’s values and legacy

Passing your wealth on to others

family on beach

Passing your wealth on to others

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

family legacy

Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

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family on beach

For families with substantial wealth, having an experienced team to help you thoughtfully address how to pass your wealth to others can make all the difference. We have deep experience advising multigenerational families on the strategies to help maximize your wealth’s impact, now and for the future.

We can help you develop a plan for passing on your wealth to future generations that makes sense for your family, while also aligning with your overall objectives and investment goals.

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Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

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Business owners

Business owners

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
  • When appropriate, prepare employees and managers for the transition
  • Think about what’s  next for you and your future, after the sale
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  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

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  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
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Liquidity events and hedging strategies

Advanced Planning

Advanced Planning

Investment Bank

Investment Bank

CIO research

CIO research

Corporate executive planning

Corporate executive planning

Smart planning for executives

smart planning

Smart planning for executives

Tailored lending

Tailored lending

Solutions that move you forward

Solutions that move you forward

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

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Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

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We tap our vast global resources to create a broad array of solutions—both private and institutional—for your specific needs. You can count on us to fit that into your broader wealth plan.

UBS resources for our clients

ubsapp

UBS mobile app

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Mobile deposit

mtp

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