Experience

An experienced perspective and global resources to help anticipate the individual needs of you and your family

As your Private Wealth Advisor team, we are committed to the practice of wealth management in its truest form—a process defined by a deep and critical assessment of how all areas of your financial world intersect and impact one another. The advantage of working with Private Wealth Management is our ability to focus the global expertise of UBS exclusively on our clients. We work with a select number of individuals and families of substantial means and are well versed in current, sophisticated wealth management strategies. We begin by developing a shared understanding of family goals for "core wealth" (current lifestyle) and "surplus wealth" (legacy). We coordinate an elite group of highly trained consultants and specialists—locally and globally—including our Estate and Advanced Planning professionals and the Private Wealth Management Portfolio Advisory Group, which is dedicated to developing asset allocation strategies and best-in-class manager selections designed to meet the complex needs of investors with significant wealth.

Together, we will engage in rich discussion and analysis of what you’ve accomplished and where you see yourself in the future. Our discussions will likely focus on your needs and concerns about asset and liability management, legacy planning, charitable giving and tax efficiency, and over time will yield a uniquely integrated and customized strategy incorporating your objectives and intended purpose for your wealth.