$2.8 trillion
In invested assets globally
As of 06/30/2022
Your success is a reflection of your hard work, innovation and integrity. All qualities that we share. As Private Wealth Advisors and Family Office Consultants, we offer a comprehensive, collaborative approach to modern wealth management.
Our team recognizes that the complexity of your wealth demands strategic solutions that may come from both within and outside of UBS. This respect for your life and goals drives our commitment to serving all aspects of your financial world, whether directly or working with your family office.
We are often the first call our clients make. Driven, passionate and successful, they include multigenerational families, entrepreneurs, senior executives and family offices. We provide the access, perspective and the continuity our exceptional clients need to help them fully realize the life they envision, today and for generations to come.
Our team’s private wealth experience and access to global resources are designed to make a real impact in the lives of our clients, whether pursuing a new business venture, exploring a philanthropic passion or educating children about their future financial responsibilities.
Our team’s consultative process helps clients clarify their current financial situation, identify challenges and create a comprehensive plan. We have the resources and experience to fully understand the markets and build highly customized solutions. We collaborate with our clients’ other trusted advisors, as well as our network of professionals, leading the effort to develop one integrated approach.
Jeffrey Moster, Christopher McCormick and Matthew Norwood are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. Understanding the complexities of intergenerational wealth, FOCs undergo rigorous training to strengthen their industry knowledge so they can align specific needs to the full suite of UBS capabilities, managing the investment, business, passion and legacy needs their clients face.
$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