Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Innovation and impact
Our latest research shows us that in uncertain times, billionaires matter. Many are successful entrepreneurs, changemakers who turn ideas and inventions into innovations that others adopt and follow. As such, they’re in a powerful position to deliver not just capital, but also fresh approaches and better ways of doing what’s needed to tackle global challenges.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Family office trends and lessons learned during the pandemic.
As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.
Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.
Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Team Administrator
Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Team Administrator
Wealth Strategy Associate
Client Associate
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
15
Collective years of experience
1.5 Billion
Assets under management
2
Advisors on the team
$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
In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
You launched your business with enthusiasm. Prepare for your exit the same way.
*Source: UBS Investor Watch Report “Who’s The Boss,” February 2018
