Ridge Crest Investment Partners is a team within UBS Private Wealth Management division that serves family office and ultra high net worth clients. Our clients include single family offices, founders and early employees at start ups, corporate executives, hedge fund and private equity professionals, families with multi-generational wealth, and select institutional investors.

Ridge Crest leads a data-driven investment approach integrated with thoughtful tax and estate planning strategies, all delivered with high touch, responsive service. Our goal is to ensure capital is employed efficiently and intentionally across all facets of your financial life. For many clients, Ridge Crest functions as an outsourced multi-family office. For others, we are an extension of the single family office team.

For all clients, we seek to anticipate needs and opportunities, and to bring security and clarity to move confidently in an ever-changing world. The Ridge Crest mission is to serve at the core of our clients’ financial lives, to provide expertise, organization, and thoughtful advice, and to be a good steward of capital for generations.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement

 

Locations

The proof is in our numbers

$11.04 billion

Assets under management

As of 01/31/2025

537

Collective years of experience

28 person

seasoned team


Diverse clients. Personalized advice.

Diverse clients. Personalized advice.

For multigenerational families

For multigenerational families

Planning and participation across generations

Family Office Consultants

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Family Office Consultants

For corporate and non-profit relationships

For corporate and non-profit relationships

Fact-based. Data-driven. Client-focused.

We have extensive experience with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Collaborating with this team, we first work with you to get at the heart of what is most important to you and your family. Those insights help inform our recommendations from among a range of services and resources to help you envision your future and craft your own legacy.

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Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.

Many of our clients have corporate and non-profit relationships that can benefit from our fact-based approach, data-driven decision-making and personalized service. Speak with us to learn more about how our team can put our institutional knowledge to work for your organization.

Exit strategically. Move forward confidently.

Exit strategically. Move forward confidently.

Presale preparation can make all the difference post-sale

Presale preparation can make all the difference post-sale

The value of CEPA collaboration

The value of CEPA collaboration

Contact Reed Fawley and Lance Cholet; our designated CEPA advisors

Many resources at UBS for business owners

Many resources at UBS for business owners

There are multiple factors to consider when you’re weighing the decision to sell your company. In some cases, it can take five years or more to exit a business, so proper planning needs to begin early. Given the complexity and potential professional, personal and financial consequences of a sale, we believe you shouldn’t make your decision alone.

Prior to your transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale. Supported by extensive UBS resources for business owners and entrepreneurs, we’ll address:

  • Structure and timing
  • Valuation opportunities
  • Risk management
  • Liquidity strategies
  • Your estate, potential succession and tax considerations
  • Collaboration with UBS private equity and investment banking teams

As Private Wealth Advisors, we have access to a diverse team of experts, each with their own role in the selling process. We may recommend a valuation specialist, investment banker, CPA, attorney and analysts from our Advanced Planning Group.

  • Advanced wealth and exit planning
  • Complex insurance solutions
  • Value acceleration Implementation
  • Family Advisory & Philanthropy
  • Retirement plan services
  • Banking & lending services
  • Global Family Office
  • Portfolio advisory
  • ESOP Advisory
  • Investment banking

Experience makes all the difference

UBS and PWC: Automated Investment Recording

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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