$6.9 trn
UBS Group invested assets
As of 10/29/2025
Partnering with you to manage every aspect of your financial life
And we know it's about so much more than money.
From navigating family dynamics to managing the challenges of market volatility, we help you build a thoughtful, strategic approach to securing a future for you and your family.
You deserve a dedicated team of professionals devoted to your family's success.
Managing significant wealth is about so much more than money. It's about setting yourself and your loved ones up to thrive for the long run.
We deliver comprehensive wealth management services.
Benefit from a collaborative group of professionals dedicated to your financial goals, working closely with your team of advisors to support your lifestyle and ambitions.
We take a fiduciary approach, aligning your financial goals with a bespoke portfolio strategy focused on sustainable growth.
We know when it comes to your family legacy, there are a lot of dynamics to navigate. We’re here to guide you and your family toward a thriving future.
You have one opportunity to create a meaningful legacy. It takes thoughtful strategy, focus, and planning to help build a lasting impact.
We love introducing our clients to our robust network, ensuring you're aligned with people and organizations to help you thrive. Significant impact can be made when the right people come together.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As a distinguished UBS Private Wealth practice, we’re dedicated to bringing an informed business perspective, along with market insight, planning acumen and uncompromising service to your entrepreneurial vision. Working together, we’ll help ensure it creates the best outcomes for your family and your future.
Managing Director–Wealth Management
Private Wealth Advisor
Director
Senior Wealth Strategy Associate
Director
Team Administrator
Associate Director
Senior Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Director
Senior Wealth Strategy Associate
Director
Team Administrator
Associate Director
Senior Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
