Global Access. Boutique Solutions.

 A world of opportunities tailored for significant wealth

Within the distinguished UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf. 

Portfolio Advisory Group. Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Global research and thought leadership.  An extensive global network of analysts, resources and thought leaders to inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends. 

Family and Philanthropy Advisory Services.  Specialists focused on ccomprehensive estate planning strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

Tailored financing solutions. Innovative credit solutions,  securities-backed lending, pre-IPO lending and mortgages as well as customized financing solutions for real estate, private aircraft, art and other endeavors.

Strategic philanthropy. A dedicated team of philanthropy experts to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.

UBS Global Family Office. A centralized platform that harnesses the full scope of the firm’s institutional and wealth management resources to serve the needs of successful families worldwide.

Your family is unique and deserves to be treated accordingly. We pride ourselves on our highly personal approach—what you might expect from a small, boutique firm. 

Our entire team is committed to building a relationship with you—and every generation of your family—that is grounded in trust and transparency. Above all, our aim is to take care of your financial life, leaving you to concentrate on what’s most important to you.

Family Office Consultants (FOCs) are among a select group of Private Wealth Advisors who have earned a UBS business designation demonstrating their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients. Understanding the complexities of intergenerational wealth, FOCs align specific needs to the full suite of UBS capabilities.