You face opportunities and challenges at every stage of life: growing your family, buying a dream home, transitioning a business, starting a foundation or facing a loved one’s health concerns. We actively listen, embrace your expectations and come to understand the motivations and desires of each generation of your family. Then we help you set your plan, implement your strategy, monitor and update based on changes in your family’s lives. That’s how we help put you—and keep you—on the right track to meeting your goals.

Why clients choose us

Our deliberate planning approach is efficient and consistent: we design, execute and monitor an individual financial plan that drives your investment strategy

With our focus on accountability, we always put your interests first whether providing flat, fee-based financial planning or long-term planning and advisory service

We offer a high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy

Parham 2023 - Approach

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

A structured approach to wealth planning

Customized investment management

Personalized service

Navigating your entire business cycle

Navigating your entire business cycle

Corporate financial planning with an integrated perspective

Corporate financial planning with an integrated perspective

Personal financial planning for families and institutional services for family offices

Personal financial planning for families and institutional services for family offices

When growing your business, we provide targeted advice and insights as well as access to the global resources of UBS. When you are ready to transition your business, we offer guidance in three key areas:

  • Helping you maximize the value of your business
  • Planning for life after you exit your business
  • Enjoying your post-transition life, confident we’re on top of all the details

We support executives by offering:

  • Perspective on their complete financial picture, including stock options, 401(k) plans, deferred compensation, retirement planning, education savings (529 plans), pensions and insurance.
  • A customized financial plan, tailored to your unique personal goals, priorities and financial circumstances.
  • Access to subject matter experts, UBS intellectual capital and the full breadth of UBS’s global resources.
  • Ongoing reviews, meetings and education

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

Our team can provide:

  • Institutional offerings from in house and 3rd party providers.
  • Dialogue with UBS senior leadership to facilitate a demonstrated impact on goals and objectives.

  • Access to an extensive peer network of global family office contacts.

The proof is in our numbers

100+

Collective years of experience

7 person

seasoned team


$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

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