Custom solutions for your complex life

Private Wealth Management

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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.

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

- José J. Rodriguez-Villalobos
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Your individualized plan at the foundation

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Tailored solutions designed for you

Driven to be your Family Advisor

Entrepreneur and business owner services

Access Private Wealth Management resources

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