Stewardship for generations

Private Wealth Management 

Capabilities, experience, and focus

We understand the importance of preserving all you've achieved and the legacy you hope to leave. Accessing the full depth and breadth of UBS platforms and expertise, we are well-positioned to advise on the most complex wealth challenges and are committed to delivering the responsive service and stewardship you deserve. 

Family offices

Family offices

Foundations and endowments

Foundations and endowments

Multigenerational planning

Multigenerational planning

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Delivering opportunity through collaboration

Family Office Solutions

Family Office Solutions

Advanced Planning

Advanced Planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Tailored lending

Tailored lending

Portfolio Advisory Group

Portfolio Advisory Group

Global Family Office

Global Family Office

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured
loans, REIT operating units, hedge-fund backed loans and more.

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

A unique joint venture between UBS Investment Bank and Wealth Management USA, the Global Family Office acts as a resource for institutional family offices, providing priority access to product specialists, intellectual capital and events across the globe.

Group leadership

  • Allen Zaring

    Allen Zaring IV

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • CO
    • DE
    • FL
    • IN
    • KS
    • KY
    • NY
    • OH
    • TN

    When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

    Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Families & Foundations Investment Group, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.

      • Babson College, B.S., finance and entrepreneurship
      • Private Wealth Advisor
      8044 Montgomery Road
      The Towers At Kenwood
      Cincinnati, OH 45236
    • Timothy Bayer

      Timothy Bayer Jr.

      Vice President–Wealth Management

      Private Wealth Advisor

      • image
      • image
      • CO
      • DE
      • FL
      • KS
      • KY
      • NY
      • OH

      When Tim was a young finance major at Georgetown University’s McDonough School of Business, his favorite course work centered around global capital markets and investment portfolio management. His interests became passions that continued to grow, and today, 10 years into his private wealth career, Tim is a founding member of UBS Private Wealth Management team Families & Foundations Investment Group.

      Tim and his team advise successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. They also provide asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.

        • Georgetown University McDonough School of Business, B.S. finance
        • Private Wealth Advisor
        • Portfolio Manager
        8044 Montgomery Road
        Cincinnati, OH 45236

      Backed by the strength of UBS

      A global leader in wealth management

      51 countries

      Our global footprint

      #1

      Family office services

      Euromoney Private Banking and Wealth Management Survey, 2021

      More than 150 years

      offering financial advice