$650 million
Assets under management
$650 million
Assets under management
7 person
seasoned team
17
Years in business as a team
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Briefly Speaking with Lifetime Wealth Management
Staying up to date with the changing world of personal finance is important, and so is your time. We keep you informed with short monthly thoughts on investing, planning, and the investment markets. Take just a few moments to learn more about a lifetime of planning with Lifetime Wealth Management.
You could say our "job" is managing wealth. To us, though, it's not a job at all, but a passion. And a promise.
Our highly credentialed team offers thoughtful perspectives and proactive service to help meet your goals, no matter how complex. Our team strives, relentlessly, to make sure you feel well taken care of. We are your partner and sounding board. Most importantly, we put to work for you our firm's extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.
$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
The process of selling a business is often unknown and can leave you vulnerable to making mistakes. Our roadmap for navigating the sale of a closely-held business can help, whether you are looking to retire or think this is an opportune time to sell.
Values, money and the pursuit of more intentional lives
Our latest research shows that women have emerged from the turbulence of the last few years even more committed to leading lives of purpose and making an impact on the world. This new report highlights how and why the large majority of women surveyed are more committed than ever to making a difference.
An overview of philanthropic strategies and their impact to help you evaluate different options.
Explore the convergence of investment and philanthropic strategies—a trend we are seeing among ultra high net worth individuals and families.
Family office trends and lessons learned during the pandemic.
Insights from our family office clients around the globe–the world’s largest and most comprehensive study of single family offices.
