Global leader
UBS is a leading and truly global wealth manager
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?
Global leader
UBS is a leading and truly global 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
