From complexity to clarity

With exceptional wealth comes complexity. At Clarity Advisors, that’s where we thrive. Our distinguished UBS Private Wealth management team helps bring clarity to the multigenerational needs, goals and challenges of successful families, business owners and executives. We believe our thorough understanding of sophisticated wealth, access to extensive resources and commitment to financial stewardship truly differentiates us and the opportunities we offer. We recognize the importance of planning and candid advice designed to help create the right outcomes—now and in the future.

The five defining components of our practice

1. Tax-aware money management for family offices and individuals

2. Strategic wealth assessments and tailored advice

3. Unconflicted and transparent fees

4. Broad access to alternative investments

5. Distinguished service and professionalism

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Advice tailored for your unique life

We access the expertise, global platforms and financial and intellectual strengths of UBS to guide you and your family toward your most important goals. These exceptional resources enable us to provide you with innovation and opportunity from across the firm and around the globe.

Shaping multigenerational family wealth

Guiding founders and business owners

Advising corporate executives

Planning for athletes and entertainers

Pursuing your goals together

We offer comprehensive wealth planning advice to help you pursue your goals throughout your lifetime. Collaborating with your other professional advisors helps ensure that our recommendations are working strategically together. We focus on:

Pursuing your goals together

Investment management

Investment management

Financial planning

Financial planning

Strategic philanthropy

Strategic philanthropy

With close to $3 billion in assets under management, our team provides comprehensive and customized investment portfolio solutions. We combine UBS-proprietary and nonproprietary actively managed portfolios to provide diversification across asset classes and geographies. When appropriate, we incorporate alternative asset classes. We also have a comprehensive suite of lending solutions to support clients’ complex investment, personal liquidity or leverage needs.

Our consultative approach helps us understand what you’d like your wealth to accomplish and how we can help you get there. We will:

Focus on your needs
Together we find out what’s important to you today, and your priorities for the future.

Develop your personal investment strategy
Our recommendation aligns your current situation with your short- and long-term goals.

Create your plan
Your flexible, long-term plan can be adjusted as your circumstances or objectives evolve over time.

Our team is committed to helping you develop a giving solution that reflects your passions and your values. In fact, we have found that families with well-defined philanthropic efforts often build stronger bonds and, in some cases, greater philanthropic participation across generations.

For select clients, we can offer our expansive global initiative, the UBS Optimus Foundation. The Foundation supports programs in the areas of health, education, child protection and the environment.

The proof is in our numbers

$3 billion+

Assets under management


Collective years of experience

10 person

seasoned team

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Making sense of significant wealth

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.

Trends and perspectives

A leader in wealth management

Backed by the strength of our parent company, UBS AG