Financial advocacy for a lifetime

Private Wealth Management

For more than 30 years, our team has built enduring relationships with affluent families, executives, company founders and hedge fund/private equity professionals who have trusted our insight into the challenges successful investors face. Our sophisticated planning and wealth structuring solutions have helped them enjoy their success more fully today, confident in the knowledge that we’re singularly focused on helping them grow, preserve and protect the wealth they’ve created for generations to come. What’s more, they trust that their experience with us will always come with the dedication of a family office and access to the expansive resources of one of the world’s leading wealth managers.

At The Macan Investment Group, we are financial advocates who look beyond your investment portfolio to help you make well-informed decisions for your family today and for the long-term financial journey you take together.

Macan team BW

One relationship. A world of resources. Focused on you.

What can you expect from a relationship with us?

We advise on all aspects of your family’s financial world—the important issues that directly impact you today and those that could be down the road. By understanding your goals and your vision for the future, we can then deliver all the resources and expertise of UBS to inform your thinking and enhance your journey.

  • Planning. Your plan aligns all the pieces of your complex financial world to ensure they work together toward your goals.
  • Lending and banking. We access the strong balance sheet of UBS to provide a multitude of lending and banking opportunities.
  • Monetization strategies. We’ll work with you to optimize the monetization of concentrated equity positions.
  • Intellectual capital. We leverage the insight and perspectives of UBS thought leaders and global research team.
  • Investment solutions. Once we’ve determined your goals, growth and income needs, and tolerance for risk, we design a prudent asset allocation.


Executive compensation management


Business succession and transition


Multigenerational estate planning



We recognize that often with significant wealth comes great responsibility. Many of our clients are deeply committed to giving back to their communities and the causes that are close to their hearts. How can you make a difference? Through the use of private foundations, donor advised funds or other charitable vehicles, we can help you carry out your philanthropic mission and make a meaningful impact in the world.

Backed by the strength of UBS

A global leader in wealth management

$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