Deep experience. Global reach. Boutique approach.

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.

Listen to our podcasts

Charitable Giving

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

Prenuptial Agreements

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.

The Benefits of a Family Constitution

Hannes explains how a family constitution can be used to manage a family’s wealth so that it achieves their many goals. From continuing to grow their wealth as it’s transferred to younger generations to aligning the use of that wealth with the values and ideals the family holds dear, the family constitution is a fantastic foundation to begin the process.

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

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Accessing resources. Delivering solutions.

UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.

We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:

Family Office Solutions Group
Family Advisory and Philanthropy Services
Global Family Office
Portfolio Advisory Group
Tailored financing solutions
Global wealth management research

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

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