Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

The Halbfinger Group provides the individualized attention of a boutique team backed by the strength and stability of UBS, one of the largest wealth management firms around the globe. We provide seamless integration across all aspects of your financial world.

We combine financial planning with investment management and deliver it with the highest standard of personalized service. We are committed to engaging each generation of your family, offering thoughtful advice and education to help meet your goals.

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Our clients and committment

Working with a range of clients and their complex financial lives enables us to anticipate and address whatever challenges you may be facing. We help provide you and your family with what is most relevant to your wealth and goals based on our experience and insights. 

Shaping multigenerational family wealth

Guiding founders and business owners

Advising corporate executives

Personalized service

Customized investing

Heritage of UBS

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Delivering opportunity through collaboration

Portfolio Advisory Group

Portfolio Advisory Group

Advanced Planning

Advanced Planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

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Trends and perspectives

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager