$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Gomez Partners Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.
Our seasoned team, with more than 30 years of experience, will create a comprehensive plan that includes your post-liquidity investment strategies and wealth transition goals. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your legacy.
Our disciplined approach to investment management and our detailed processes in wealth protection, enhancement and trans-fer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life.
Understanding you personally and professionally is our priority. You‘ve reached a certain level of success, you deserve a certain level of service.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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