Meaningful connections for long-term success

Private Wealth Management

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

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

Insight

How we can help you

We will develop a thorough understanding of your current situation, goals, values and objectives.

Our disciplined wealth planning proccess

1.Develop understanding
We review and analyze your current financial status, including investment portfolios, tax strategies, estate planning strategies, risk management and borrowing.

2. Conduct analysis
We gather insights about your unique personal and financial situation.

3. Tailor solutions
Working with you, your CPA and attorney, we craft a financial plan that includes a customized estate and legacy strategy focused on your financial needs and goals.

4. Implement and deliver
Accessing our open platform of investment vehicles, we help you make the right decisions for your situation objectively.

5. Ongoing commitment
We maintain an ongoing commitment to you by evaluating and reviewing strategies and results on a consistent basis.

Collaboration

How we connect with you

J2 Wealth Management serves as your connection to the senior leadership and global intellectual capital of UBS.

Our team has access to senior executives of the firm who engage us on the items that concern you the most. From this we determine how we can serve you through the many UBS capabilities:

• UBS Wealth Management

• Investment Banking

• Equity Research

• Philanthropic Services

• Trust, estate and legacy planning strategies

We can provide access to an extensive network of specialists, including:

• Economists

• Equity and Fixed Income Traders

• Research Analysts

• Credit Specialists

• Alternative Investment Solutions

Access

What makes us effective

Our streamlined client service experience mirrors a boutique family office feel while leveraging the global resources and financial stability of UBS.

We provide access to the vast network of intellectual capital that we have built over the years and we leverage these resources to help in your specific situation.

Drawing on powerful global resources with solutions designed for all market environments, our conversations will focus on addressing each of your most important priorities and concerns. When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation.

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.