$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Lineage Advisors specializes in providing best-in-class investment solutions, unbiased economic research, risk management and proactive client service. Working with families, business owners, family offices, executives and entrepreneurs, our principals are experienced in transition planning in a number of areas such as business succession and exit planning, multi-generational wealth transfer and philanthropy.
Our approach consists of in-depth discovery and bespoke investment strategies, targeting the uncommon needs of affluent families. We provide a customized, boutique experience characteristic of an independent firm. Leveraging the broad array of financial resources at UBS, our practice follows a professional philosophy grounded in communication, trust and collaboration. Our structured process helps our clients navigate the intersection of finance, family, business and legacy planning.
We specialize in the following areas of Wealth Management:
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.
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager