A commitment to family wealth and legacy

For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

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

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