Architects of a lasting legacy

Guidance that looks beyond your investment portfolio

We focus on simplifying your complex financial life. This is essential to how we work together. With comprehensive planning, prudent portfolio construction, vigilant due diligence and rebalancing, we help you achieve what matters most.

• We are passionate about the care we take with our clients’ wealth. We provide access to the best opportunities by accessing all resources, including, but not limited to, the deep capabilities of UBS.
• We use an extensive network of investment and estate planning, insurance and financial planning specialists across UBS and beyond. This complements and deepens the advice we offer.
• Through our wealth management education efforts, we help prepare future generations for the responsibilities that come with inherited wealth.

Planning and portfolio structuring shape your personal strategy

Planning is critical to our decision-making process. We recommend solutions that are fully aligned with the goals established in your financial plan.

• We are committed to identifying the best investment solutions for our clients, leveraging the enormous due diligence resources of UBS. Most investment managers we utilize are external to UBS. On occasion we find distinctive strategies within the firm that merit consideration. We are also disciplined about changing managers if they do not deliver results.
• Each portfolio is tailored to reflect the particular risk, liquidity, tax and style considerations of each client.
• We leverage the expansive global resources of one of the world’s leading wealth managers. However, objective and unbiased thinking is fundamental to our practice and the solutions we recommend for you.

Comprehensive services fully aligned with your goals

As your individual needs evolve, we can draw from a broad range of services over time.

Financial Goal Analysis. A customized assessment of your current and future finances, your goals and the plan to pursue them

Investment advisory services. Customized advice and objective investment recommendations

Investment planning. A detailed road map for meeting investment objectives

Asset allocation modeling. Deep analysis for creating appropriate diversification

Retirement planning. Strategies to prepare for the lifestyle you envision

Tailored financing solutions. Credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized solutions for private aircraft, art, and yachts

Estate planning strategies. Trust structures, lifetime gifts and insurance planning

Philanthropic services. Integration of philanthropy into your overall financial plan

Income protection strategies. Business continuity strategies, annuities, life and disability income insurance

A lifetime of success represents more than your accumulated wealth

We understand the importance of helping to protect all you’ve built for your family today and for future generations.

• Our dedicated client service team is always accessible. Clients appreciate our efficiency and commitment to responsive communication.
• For many, we serve as a virtual family office that supports them, their families and heirs in fulfilling philanthropic, estate planning, insurance and wealth transfer goals.