$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The union of KPM International and Segal Sanchez Wealth Management created Orbis International Financial Group, a global wealth management team.
We have a unique expertise in both domestic and international markets. Orbis International Financial Group is a 20 person, Miami based team experienced in cross-border rules, investment solutions and tax-efficient investments unique to U.S. based and international clients.
We have a select clientele – business owners, professionals, corporate executives and affluent families – with whom we have developed valued long-term relationships. We understand their personal and professional priorities and devote all our skills, as well as the global resources of UBS, to helping fulfill them.
We believe in building trusted relationships with our clients. Everything flows from that.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager