Family. Wealth. Planning.

Private Wealth Management

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From our family to yours, we offer a highly personalized approach that helps you simplify the challenges that come with life matters that impact preserving, growing and transitioning wealth. Our multigenerational team provides dedicated service and a disciplined process to help you and your family define and achieve your goals in every stage of life. We are here to help you manage your complex financial needs and are committed to each generation of your family, offering thoughtful advice and education to meet your objectives.

 

 

As tremendous changes continue to transform the economy, clients rely on our team’s stability and longevity to recognize opportunities.

- Kelly Kenneth Jay Managing Director, Jay Family Partners
Strategy

Planning

Investing

Investing

Service

Service

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights