Collective years of experience
Wealth management is not just a one-time event but a continuous journey that evolves over time. Our clients' financial needs and goals change as they move through different stages in their lives, and we are committed to providing comprehensive and personalized advice that meets those evolving needs. By embracing the concept of a wealth continuum, we aim to create a partnership with our clients that lasts a lifetime.
Our goal is to help you navigate the challenges and opportunities of your financial journey, from the accumulation of wealth, to its preservation and transfer to future generations. We realize that wealth is more than just dollars and cents. This is why we consider your overall financial life to understand how the decisions made to address current circumstances may impact your individual goals and values for you and your family.
Connecting you to the expansive global resources and insight of Private Wealth Management of UBS, we’ve never been better positioned to help our clients with significant wealth pursue their most important goals – from maximizing the value of their business to making a meaningful philanthropic impact to leaving a lasting family legacy for generations to come.
Working with a range of clients and their complex financial lives, enables us to anticipate and address whatever challenges you may be facing.
We are well-versed in the particular risks and opportunities that come with significant wealth.
"Wealth is more than just dollars and cents to us, it really can be a powerful tool to make a positive impact on the world."
"One of the things we pride ourselves on is understanding the client as intimately as we can, to help families really thrive and to build out financial plans that can last multiple generations."
You’ve worked hard to build and grow your business. But have you thought about the day when you might walk away from it all to something new?
Many business owners lack a comprehensive plan to pass on their business. Now is the time to give a formal business transition plan serious thought. A well-crafted transition plan identifies a long-term strategy that can inform short-term decisions.
For those thinking about potential next steps with their business—whether it’s a transition from one generation to the next or an outright sale to a third party—decisions are often based on a variety of personal, business-specific, industry and economic factors.
The earlier you start to plan your transition strategy, the better the outcome will be.
What does wealth mean to you? Consistent, honest and open conversation is a powerful opportunity for family to share what it took to create and build that wealth and how they can play an important part in safeguarding it.
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations.
Let’s change that.
Right next to politics and religion, at the top of the list of topics families struggle talking about is money. Yet, regularly talking about money matters can go a long way toward easing concerns, aligning values and strengthening family bonds. So, what’s the solution? It may be time for a family meeting.
When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.
Collective years of experience
Years in business as a team
In invested assets globally
As of 12/31/2022
Our global footprint
UBS is a world-leading wealth manager