$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager