More than 150 years
offering financial advice
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Read the article: Own your worth 2020
During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."
1International Labour Organization
More than 150 years
offering financial advice
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint