$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Jeff Klotz J2 Wealth Management
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.
$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