$5.8+ trn
UBS Group invested assets
As of 03/31/2024
At Fasi Greco Wealth Management, we understand how families make decisions—at home and in the office—and the emotions that come with owning, growing and ultimately deciding to step away from your business.
That’s why we work with you and your family throughout the decision-making process to help you develop a tailored plan for managing change by aligning your personal, business and financial objectives, including important estate planning considerations.
Our top priority is helping you leave a meaningful and lasting legacy. We achieve this by offering experienced perspective and a unique generational planning approach to guide you confidently toward your life’s goals.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager