Private Wealth Management
We have the investment experience and planning framework that can make a difference in the lives of sophisticated, multigenerational families and successful business owners. We understand the priorities of our clients—maintaining their lifestyles, preserving their values and legacy, and preparing their families to be responsible stewards of the wealth and legacy. That is why our advice offers you a structured financial planning process with customized, risk-managed investment solutions. Because no two families are alike, we work closely with each investor to build a portfolio based on their investment objectives, tax considerations, risk tolerance and other unique factors. We aim to build long-term relationships with our clients, helping them to prepare for generational wealth transfers, establish governance processes and educate family members on how to preserve and grow their wealth.
Working on your behalf, we want you to feel more confident about your family and your future. Be assured that we are focused on your financial world, so you can focus on the rest of your life and the people you care about most.
Depending on where you are in your life, and the priorities that matter, our planning conversations may focus on liquidity management, estate planning strategies, tax and legal structures such as trusts and philanthropic vehicles, your cash flow needs or asset replacement solutions such as insurance.
Our process begins with questions and discussions that help us focus on what is really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity, Longevity and Legacy.
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Drawing on our firm’s expansive global resources and our deep knowledge of the needs of private business owners and their families, we have the insight and commitment to address and execute on each of your most important goals—from establishing a family wealth transfer solution to sourcing new capital to strategically exiting your lifelong business. Together, we’ll craft an integrated and fully customized plan to move forward.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Core Values: Integrity, effort, discipline, and loyalty
Mission: To bring tremendous satisfaction to those that we work with
Competitive Advantage: Our people, process and culture are the foundation of consistent execution and distinctive client service
Wealth Management Model: We work as an integrated team to provide private level CFO services, comprehensive wealth planning, and a disciplined and thoughtful investment process to our clients.
Representative Client Profile
We advise a limited number of families in the United States within the $10m - $250m+ wealth demographic which includes founders of privately held businesses, senior executives of private equity firms, successful corporate executives, and families of multi-generational wealth
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
