Deep experience. Global reach. Boutique approach.

2021 Team Photo

Comprehensive solutions for your complex financial life

Our team has guided generations of sophisticated families, business owners and entrepreneurs, helping them build an integrated plan and streamline their complex financial lives. We are adept at understanding and helping solve even the most complex issues faced by our cosmopolitan, and often multijurisdictional, clients.

Whether you are a multigenerational family looking to craft a holistic legacy or an entrepreneur who needs assistance charting a course for their business and personal finances, our experienced team can serve as your trusted guide, offering targeted, tailored solutions that are part of a robust plan for your wealth.

Co-workers in a lobby

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Global Visionaries

Multigenerational wealth planning

Accessing resources. Delivering solutions.

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint


For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020