Global Access. Boutique Solutions.

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.

Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice. 

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come. 

Achieving your organization’s mission is your priority. We’re here to help you maximize the rewards and minimize the challenges. We look at each aspect of your organization and will work with you on reviewing everything from your philanthropic mission and decision-making process to your investment philosophy and financial goals.

Global Visionaries run enterprises to achieve the UN’s 17 Sustainable Development Goals. At UBS, we believe the private sector can play a crucial role in supporting innovative, sustainable solutions throughout the world. We help enterprises scale their positive change by connecting them with our network of employees, partners and clients.