Strategic advice. Essential connections.

Private Wealth Management

Family Enterprise Partners

At Family Enterprise Partners, we build deep and broad connections with our firm’s most sophisticated families and entrepreneurs.

As a highly skilled UBS Private Wealth practice, we not only connect with you across your financial and personal spectrum, but also with a uniquely tailored team of specialists to help you plan for, grow and protect your wealth and legacy—for generations.

Backed by a 150-year tradition of serving ultra-successful investors worldwide, we access the extensive global resources of UBS—our Asset Management, Investment Banking and Global Family Office divisions—to develop an essential network of insight and opportunity for every client. From portfolio structuring and analytics to private equity solutions and family office governance, we work with you, UBS specialists and your tax and legal team to address the complexity and scope of your wealth. Always focused on the best interests of your family and your business, we align the right solutions for managing all you have accomplished and all you are striving for—today and tomorrow.

How we work with our clients

 

Dynamic planning integrates your life and wealth

Dynamic planning integrates your life and wealth

A collaborative network of entrepreneurs and new ventures

A collaborative network of entrepreneurs and new ventures

Family office services deliver cross-divisional expertise

Family office services deliver cross-divisional expertise

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager