Our straightforward advice. Your ever-changing life.

Private Wealth Management

Are you prepared for the next chapter?

Life is always evolving for successful individuals and families, and as your life and wealth goals become more complicated, your decisions become that much more challenging. That’s when you need a trusted team with the tailored advice and guidance to help you make confident decisions.

Because we’ve helped so many corporate executives, entrepreneurs and affluent families navigate through life-changing events, we understand that there is so much more to focus on than finances. Many experience powerful emotional and lifestyle changes that they simply never anticipated. From our more than 20 years of guiding clients through transitions, we understand the challenges that can occur when all aspects of your life are not in alignment.

With an extensive advanced planning and wealth management background, our highly integrated team is committed to delivering the straightforward advice and deep problem-solving experience you need when it matters most—before, during and after a complex life-changing event.

Mature woman

Your financial goals

Denver sky

Complex business transitions

Father son

Wealth across generations

Aerial photo Brazil

A world of resources

Access to a world of extensive resources provides deeper insights

As a team of Private Wealth Advisors, we have the knowledge and experience to help you manage your complex wealth challenges. We draw upon the deep global resources of UBS Private Wealth Management, including our experts in Wealth Management, Asset Management and our Private and Investment Banks.

We work closely with you to align these exclusive opportunities with your sophisticated needs. Our resources include:
• Family Advisory and Philanthropy
• CIO Americas, Wealth Management Research
• Global Family Office
• Portfolio Advisory Group
• Credit and liquidity solutions

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager