$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Generational Wealth Consultants builds solutions that help optimize your family’s wealth to work for you and your loved ones. For decades, our experienced and credentialed team has been collaborating with our clients to develop a roadmap to navigate their financial position and all its complexities; from liquidity strategies, income solutions and generational planning to achieving philanthropic and legacy goals. With our holistic perspective and the full resources of a global research and investment leader behind us, we craft solutions-based approaches that help preserve and grow your wealth now and into the future, leaving you able to focus on your passions.
We’re proud of the many client relationships we’ve built in the Greater Philadelphia area and beyond. We consider it a privilege to serve others through our practice and in our community.
Our passion lies in helping families navigate the complexities of financial planning through all stages of life. We take a comprehensive approach to address every facet of your wealth in order to achieve sustainable outcomes so that you can actively pursue your own passions.
Managing your wealth goes beyond managing your money. By actively listening, we’ll discover what’s important to you and work together to make a plan to help you achieve it. Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Let’s build the future of multicultural wealth. Together.
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
