A commitment to family wealth and legacy

UBS’s extensive history of working with affluent families provides our team with insights and understanding into the complexities of wealth. We have direct access to the deep resources of the firm, including:

- Advanced Planning Group

- Portfolio Advisory Group

- Family and Philanthropy Advisory

- Credit and liquidity solution

- Global Family Office

Customized investment management
With a focus on tailored solutions, we can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Exclusive access
With direct access to the global resources and open platform of UBS Private Wealth Management, our team offers timely perspectives, customized investment management and a fully integrated suite of solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.

Prudent asset allocation
Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Investment analysis
Bill Murphy and Jeffrey Berger are Certified Investment Management Analyst® (CIMA®) professionals. Each has completed stringent educational components designed specifically to distinguish them as advanced investment consultants.

“We bring a balanced perspective to investing. We don’t just look at the returns you will need to reach your goals, we consider all the negatives that could risk your meeting those goals.”

— Bill Murphy

Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges. 

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Our advice and guidance is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture.

- Strategies for your estate and philanthropy

- Insurance solutions

A comprehensive financial plan
We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture. Because of our in-depth knowledge of clients’ financial lives, we help with everything from managing current cash flow to planning for future generations.

Strategies for your estate and philanthropy
We’ll work with you and family members to develop actionable strategies to help you move toward your objectives whether through investments, structuring wealth transfers, streamlining your cash and debt management, strategizing with you on a business or real estate sale or purchase, or managing your estate and legacy objectives.

Insurance solutions
Our team views insurance as a tool to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries. Life insurance trusts are one type advanced vehicle that requires true expertise to structure a highly beneficial estate settlement.

The power of planning
Owen McBride, Chad Hartup and Kevin Murphy are CERTIFIED FINANCIAL PLANNER™ professionals. Each has met rigorous requirements to obtain these certifications and together they provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

“Clients seek us out because of our reputation. They stay because of our disciplined planning process and comprehensive services.”

— Owen McBride

By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships. Our team is accountable to you, and works diligently on your behalf.

Delivering concierge services
We offer a highly personalized experience that is responsive and flexible to your needs. You will have important access to private banking, private trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning. We schedule regular meetings on a monthly, quarterly, or semi-annual basis, based on your preferences and what works best for you.

Attention on your terms 
We schedule regular meetings on a monthly, quarterly, or semi-annual basis, based on your preferences and what works best for you. This frequent and planned communication keeps us on track to meeting your goals and objectives.

Working with your whole family
Helping you navigate the intersection of family, business, finance and legacy, we work closely with you to develop strategies that serve current generations and yet are flexible enough to meet the needs of future generations. Our educational events offer an engaging and informal opportunity for our clients to gain insights, network with interesting peers and professionals and have some fun.

“Family wealth today is earned, spent, taxed, preserved and passed on differently than in previous generations. Navigating this new world of wealth is key to your success.”

— Dan McKenna

Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.