World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
At The Khouri Group, our team has never taken for granted the importance of relationships. We strive to take a central role in your life and among your network of advisors, attorneys and other professionals. With the investment experience and continuity of two senior Private Wealth Advisors who have chosen lifelong careers at UBS, we see our role as dedicated relationship managers. Simply, we provide our clients—affluent families, business owners and executives—with the insight, advice and global access of the largest wealth manager in the world. What can you expect as we work together?
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
Global leader
UBS is a world-leading wealth manager
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.