Custom solutions for your complex life

Private Wealth Management

We understand how complex your life can be

With more than three decades of experience serving the specialized needs of entrepreneurs, business owners and affluent families, we’re here to help you build wealth for the future, preserve it for the next generation and create a lasting legacy.

Whether growing your successful business, managing the complexities of your professional practice or planning to maximize your legacy for your heirs, we can help—with the seasoned insights and sophisticated thinking that your level of wealth demands. For many clients, we’re the first call they make for guidance on any aspect of their financial lives. That level of trust drives us to relentlessly focus on the pursuit of your most complex goals—today and for the future.

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I love working with clients to help solve problems and allay concerns, always with personalized advice that instills confidence.
- José J. Rodriguez-Villalobos

Your individualized plan at the foundation

Our relationship starts by understanding you and your family. What are your goals for the future? What do you want for your family? Are your children ready for the responsibilities that come with great wealth? By getting to know your concerns and worries, we can help you plan for what’s important.

From these in-depth conversations, we work closely together to develop a comprehensive wealth management plan that prioritizes your goals. And working with our Private Wealth Management team of specialists, we can dig deeper on solving for all your needs, including estate planning strategies, multigenerational wealth transfer, business transition planning, tax planning, lending strategies and more.

Liquidity. Longevity. Legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

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Tailored solutions designed for you

After a full review of your needs, we deliver the truly bespoke solutions you deserve. Our clients choose to work with us because we provide complete transparency when it comes to managing their wealth. With your best interests in mind, we filter out the day-to-day noise and focus on positioning your portfolio for the opportunities that lie ahead. Given the depth of our investment experience, our clients know we’re here for them, no matter what the markets may bring.

We create customized portfolios tailored to your unique situation. In executing the right strategy for your needs, we review a broad offering of research-based solutions, drawing on the best insights across UBS and beyond.

Driven to be your Family Advisor

Clients think of us as part of their extended family, and we wouldn’t have it any other way. As part of our commitment to delivering a boutique experience, you can call at any time and know that we are here—with discerning advice and uncompromising service.

For many clients, we serve as a resource that supports them, their families and heirs. And so that every aspect of your financial life is working together as it should, we build strong relationships with your other professionals, including your tax and legal advisors.

Entrepreneur and business owner services

Our team works closely with successful entrepreneurs and business owners

Whether you’re an early-stage founder still building your business or a seasoned entrepreneur planning for an exit—through an outright sale or a transition from one generation to the next—our early involvement can help you through the complexities.

We bring an experienced perspective and a deep level of understanding to each stage of your business, from launch through exit and beyond. Our services for entrepreneurs and business owners include:

Business transition planning
Merger and acquisition advisory services
Risk management
Estate planning strategies
Tax management strategies

Access Private Wealth Management resources

As our client, you have access to the broadest range of services and opportunities. Together we leverage the specialized resources of Private Wealth Management to support every dimension of your life.

For your sophisticated portfolio structuring needs, the Portfolio Advisory Group can fulfill your custom asset allocation needs with advanced quantitative analysis, proprietary research and dynamic diversification.

Our advanced planning analysts have extensive experience in wealth planning, estate tax and philanthropy strategies and help us regularly evaluate how changes in the legislative and tax landscape might affect your wealth.

Through the extensive UBS banking network, you have access to innovative credit and liquidity solutions such as securities backed lending, pre-IPO lending, mortgages and tailored financing.