Meaningful connections for long-term success

Private Wealth Management

J2 team hero

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.

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







What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

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