As a Private Wealth Team, we have extensive experience in guiding sophisticated individuals and families toward their most important goals. We address every dimension of your life and your wealth to develop a plan that’s truly personalized for you.
An integrated plan for your wealth. Working with our advanced planning team, we take an integrated approach to understanding all areas of your complex financial needs. We address your priorities within the context of the current legislative and tax landscape, which could affect your wealth today and tomorrow.
Multigenerational family estate and inheritance planning strategies. Whether your goal is to preserve your assets or transfer wealth to your heirs, we collaborate with you, your trusted tax and legal advisors and estate attorney to ensure your estate planning strategy reflects your short-and long-term goals. We can also help you engage your loved ones in the inheritance planning conversation, while providing education to help prepare them for carrying on your legacy.
Strategic philanthropy to create impact. For our clients seeking to give back, we can work with a dedicated team of philanthropy experts with global coverage and the UBS Optimus Foundation to address your current charitable goals and design a strategy for creating real impact in the world.
CIO Americas, Wealth Management leverages the expertise of CIO analysts and strategists globally
Global offices in three regions: