$7 trn
UBS Group invested assets
As of 12/31/2025
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
Financial Advisor
Curtis Brown graduated in 1981 from the University of Colorado with a Bachelors of Science in accounting. He has over 33 years of experience in the financial services industry. He spent 9 years with Merrill Lynch before joining UBS, formerly Paine Webber, Inc. Prior to entering the financial service industry, Curtis worked for Ernst & Young, one of the nation's largest accounting firms.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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