Our global footprint
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.
Hannes is joined by Nicole Sebastian of UBS’ Family Advisory and Philanthropy Services team to dive into charitable giving strategies and vehicles that can help you get started—or make your existing philanthropy even more impactful. Nicole shares some insights on how to go about charitable giving, and even more importantly what not to do when it comes to charitable financial support.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Hannes invites divorce attorneys Daniel Lipschutz and Adam Turbowitz (Bois Schiller and Flexner LLP) to discuss the importance of prenuptial agreements in a client’s overall financial plan, how to implement one without creating discourse with loved ones, and particular situations in which prenups (or a lack there of) have effected clients in real life situations.
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.
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.
Our global footprint
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020