Global leader
UBS is a leading and truly global wealth manager
The Founders Group works with a distinguished group of founders of high-growth, innovative companies, principles of premiere private equity and venture capital firms and family offices. Our team brings a process-oriented approach combined with innovative problem-solving and fully customized solutions to help you navigate the complexities of significant liquidity events and multigenerational family wealth.
Understanding your family personally and professionally is our priority. We foster relationships by providing the perspective you need to achieve success that’s measured in years, not months.
As a UBS Private Wealth team, we purposefully maintain a small client-to-advisor ratio that enables us to understand thoroughly who you are and what you need. Expect nothing less than an exceptionally personalized relationship with global access to UBS expertise, investment platforms and an ecosystem of like-minded families, business owners, philanthropists and entrepreneurs with whom you can share common ground.
Whether you’re building a company or a family office, our strong relationships across UBS allow us to tap into the global resources of the world’s largest wealth management firm on your behalf.
Working with us, you’ll find our solutions are highly personalized—sometimes atypical—and reflect our ability to see challenges as opportunities, not obstacles.
Our client, an industry pioneer in his 40s with a young family, founded and sold his successful B2B digital media company.
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.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Wealth Strategy Associate
Chartered Financial Analyst®
Team Administrator
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Wealth Strategy Associate
Chartered Financial Analyst®
Team Administrator
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.
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
