Global leader
UBS is a world-leading wealth manager
Ladner Franz Group has delivered a distinctive, plan-based wealth management client experience to entrepreneurs, key executives and private investors for over two decades. In practice, our Team takes an entrepreneurial path and works closely with internal experts and analysts, as well as third-party resources, to provide a comprehensive, personalized suite of solutions dedicated to our clients, acting as a Personal CFO.
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.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
UBS Investor Watch
Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.
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Global leader
UBS is a world-leading wealth manager
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint