#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
The Founders Group works with distinguished founders of high-growth companies, principals of premiere private equity and venture capital firms, and prestigious family offices. We bring a process-oriented approach to crafting fully customized solutions for navigating the complexities of significant liquidity events and building multigenerational family wealth.
Learn more about how we helped the founder of a subscription-based wellness company achieve 8 figure tax savings following the sale of their business.
Discover how we helped the General Partner of a venture capital fund realize their carried interest distribution of low basis stock in a tax-efficient way.
Read more about how we helped a family office with a large shipping operation mitigate its interest rate exposure and secure financial assurance.
As a UBS Private Wealth team, we deliberately maintain a small client-to-advisor ratio that enables us to have a deep understanding of your goals and circumstances. We take pride in developing exceptionally personalized relationships that offer global access to UBS expertise, investment platforms and an ecosystem of like-minded families, business owners, philanthropists and entrepreneurs.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Wealth Strategy Associate
Chartered Financial Analyst®
Team Administrator
Registered Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Wealth Strategy Associate
Chartered Financial Analyst®
Team Administrator
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.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.
