Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 11/23/2021
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 11/23/2021
Global leader
UBS is a world-leading wealth manager
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Senior Client Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Senior Client Associate
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
