Simplify your financial lives
Simplify your financial lives
a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances
b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals
c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.
Advanced planning
Advanced planning
We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.
As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.
Access to unique and purposeful investments
Access to unique and purposeful investments
- Due to the scope and scale of UBS, we have access to bespoke investment opportunities.
- We help provide access to private credit, private equity, private real estate, exchange funds, hedge funds, impact investments, IPO’s, direct investments, options strategies, and tax-efficient strategies.
- Our expertise and access to sustainable investments helps support your long-term goals without compromising your principles.
