Custom solutions for your complex life

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.

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.

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.

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

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.

• Our global research organization is dedicated to helping you understand the global economy and make better investment decisions.