Your lasting legacy

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.

Mother child reading

Charles Ahto

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • PA
  • TX
  • VA
  • WA
500 Campus Drive
Florham Park, NJ 07932
  • (973) 360-4265

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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