$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We understand the connections between wealth and family, and we’re committed to being there for our clients over multigenerations and life events. Our holistic wealth management approach starts with comprehensive financial planning that is solutions-focused, risk-aware and tailored to your specific needs. We offer relevant and useful guidance for navigating life's major milestones, whether you're selling assets or a business, transitioning into retirement or coordinating your estate planning.
An important focus for many of our clients includes a thoughtful asset protection strategy as part of their comprehensive financial plan. This helps ensure those assets are preserved in a tax-efficient manner and passed on to future generations according to your wishes. We offer guidance in making wise estate and philanthropic decisions when passing on your legacy through both wealth transfer solutions and by helping children and heirs understand the value of their assets.
UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor.
With deep roots in the financial services industry since 1961, we're committed to service as our clients' advocates across each generation
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager