J2 Wealth Management
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Meaningful connections for long-term success

Private Wealth Management

J2 Wealth Management

Comprehensive wealth solutions

Our team helps an exclusive group of technologists, artists and entrepreneurs remove the financial burdens of complex wealth that get in the way of doing what they love.

We embrace and empower families across generations by listening and hearing their needs and dynamics, and by educating them to be responsible stewards of their capital with a goal of financial independence for themselves and for future generations.

We offer the insights and access to the global resources of UBS, including estate and legacy planning strategies, investment management and the concierge services you would expect from a family office.

Start the planning conversation
J2 team

Delivering opportunity through collaboration

"We have the experience to help our clients tee up opportunity, avoid making emotional decisions and focus on their long-term goals." -Jeff Klotz, J2 Wealth Management

Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Couple in an art gallery

Comprehensive planning for significant wealth

Man working on laptop during virtual call

Planning for a changing tax landscape

cleaners

Business transition & succession planning

Clients sitting with advisor

Empower your investments

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Access to unique and purposeful investments

horizon

Access to unique and purposeful investments

horizon

  • Due to the scope and scale of UBS, we have access to bespoke investment opportunities.

  • We help provide access to private credit, private equity, private real estate, exchange funds, hedge funds, impact investments, IPO’s, direct investments, options strategies, and tax-efficient strategies.

  • Our expertise and access to sustainable investments helps support your long-term goals without compromising your principles.

Advanced Planning

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Capabilities for any situation

UBS resources

Capabilities for any situation

UBS resources

  • Global resources of UBS are available to support you in just about any aspect of your financial lives

  • Selling a business? Concentrated stock positions? Private foundation administration? Corporate retirement plan? Specialized lending? Impact investing? Donor-Advised Fund?

  • We have resources to help your many needs

horizon

  • Due to the scope and scale of UBS, we have access to bespoke investment opportunities.

  • We help provide access to private credit, private equity, private real estate, exchange funds, hedge funds, impact investments, IPO’s, direct investments, options strategies, and tax-efficient strategies.

  • Our expertise and access to sustainable investments helps support your long-term goals without compromising your principles.

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

UBS resources

  • Global resources of UBS are available to support you in just about any aspect of your financial lives

  • Selling a business? Concentrated stock positions? Private foundation administration? Corporate retirement plan? Specialized lending? Impact investing? Donor-Advised Fund?

  • We have resources to help your many needs

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Whitepapers and resources

Planning towards a smooth transition

Planning towards a smooth transition

Business transition planning is perhaps one of the most complex tasks you will encounter. You probably have a substantial portion of your family wealth invested in the business—and this then entails broader financial planning strategies to address retirement and estate planning needs. Our framework will help with your eventual transition out of your business, on your own terms and timeframe.

Read the Report

Top 10 tax tips

Top 10 tax tips

Tax-smart plans for 2025


Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

Read the Report

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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