$7 trn
UBS Group invested assets
As of 12/31/2025
Every financial situation is different, shaped by the life you’ve built, the responsibilities you carry, and the future you envision for yourself and your family.
At the Jim MacDonald Group, we believe meaningful wealth management begins with understanding you. We take a thoughtful, personal approach to understanding your current financial picture, discussing the opportunities and challenges before you, and providing perspective to help you make informed decisions.
As your circumstances change, we’re here to continue the conversation, help you evaluate your options, and bring your financial priorities into focus.
*UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Wealth management is about understanding the bigger picture and recognizing that financial decisions rarely stand alone.
Our approach begins with listening. By understanding your priorities, family dynamics, financial responsibilities, and concerns, we can offer a more informed perspective on the decisions that matter to you.
We value long-term relationships built on trust, open communication, and a commitment to being there when questions arise. Whether you’re evaluating an opportunity, navigating a major life transition, or considering the financial implications of a decision, we strive to be a trusted resource along the way.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
What's on the horizon?
Next generation family members face evolving opportunities and responsibilities as they prepare to shape the future of their wealth and legacy. At UBS, we partner with the next generation and their families across every stage of this journey, combining tailored advisory with structured education to build confidence, capability, and long-term perspective.
Our Commitment to Puerto Rico
A modern office for our clients and employees
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
