Your goals. Your plan. Your future.

Private Wealth Management

Are you on track to achieve your goals?

Today more than ever, growing and preserving significant wealth demands the oversight of a team that truly understands you, your family and the future you’re building.

Our team works exclusively with successful individuals and families. We've seen that their accomplishments have been the result of sound decisions and highly customized planning and investing guidance. That’s why our advice is tailored to helping you pursue your unique goals—no matter how complex, whether short term or long term. From business transition or sale to retirement, multigenerational wealth transfer, our team has the experience and extensive Private Wealth Management resources to inform your decisions. We're here to help you enjoy all you've achieved, confident that you have planned well for tomorrow—whatever life or the markets may bring.

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Shaping your family legacy

What are the factors that could affect your ability to grow and protect your wealth today? How can you give your children a better future? Will your family be OK when you're gone? Our planning process begins with deep discovery conversations that will fully identify your priorities, goals, concerns and values—all factors that can help prepare the next generation for financial responsibility and carrying on your legacy.

While leaving a lasting legacy is an important goal for many of our clients, it's not an easy conversation to have and requires preparation and education. That's where our team can help—we understand how families can work together to make decisions—across generations.

Together, we can build a comprehensive plan for transitioning assets to future generations. We will work alongside you and your trusted tax and legal advisors to ensure your estate planning strategy plan is tailored to your wishes and executed accurately and efficiently.

Building relationships defined by service

Because we recognize that you lead a very busy life, service is as much of a part of our commitment to you as the advice we provide. First and foremost, you are a client of our entire team. We anticipate what you may need and address any potential issue before it becomes more—so you can focus on other important priorities.

Wherever you are in your life, whatever your questions, goals or challenges, we strive to be your one financial resource for addressing them. From a tax-efficient retirement income plan and the long-term care of aging parents to a business succession strategy or a multigenerational estate plan, you can trust that our team will go the distance to deliver a customized solution and uncompromising service to see it through.

Delivering global insights and opportunities

As a team of UBS Private Wealth Advisors, we have the professional training and deep insight to guide ultra-affluent investors toward their most important goals. By exploring your unique life, the success you've created and your vision for the future, we'll draw upon our experience and the opportunities within UBS Private Wealth Management to help you address your sophisticated needs.

We‘re a truly global private wealth manager dedicated to serving the complex needs of ultra-successful families and individuals. You‘ll have access to specialists and solutions, from across all of UBS—including the Investment Bank, Private Bank and UBS Asset Management.

• Family Advisory Group

• Tailored financing solutions

• Advanced Planning Group

• Signature client events and peer networking

_{Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.}

Navigating business transition and liquidity opportunities

So many factors come into play when you're considering transitioning from your business—whether through sale, succession or IPO. Our early involvement can help you address the complicated issues. Pre-transaction planning conversations will help us engage all of the resources needed to help maximize the value of what may be the most significant liquidity event of your lifetime.

In our practice, we’ve found that many business owners may focus more on the transaction than planning their personal exit. A sound estate planning strategy may help reduce your taxable estate. Many may not have prepared themselves emotionally for taking this major step. We help business owners, early-stage founders and their families minimize risk and optimize their sale.

Should your strategy require it, we can also provide you access to UBS experts in:

• Merger and acquisition advisory services

• Private equity and debt financing

• Risk management

• Estate planning

• Tax management

Learn how we can help you navigate your business transition