Your goals. Your plan. Your future.

Private Wealth Management

HNY Group 1

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.

Oklahoma City
Three generations

Shaping your family legacy

Two people in office

Building relationships defined by service


Delivering global insights and opportunities


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

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager