$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager