$3.9 trillion
In invested assets globally
As of 12/31/2022
When it comes to caring for your family, your business and your legacy, it’s more important than ever to work with the right team by your side. At Orchard Gate Partners, our clients often choose us for our extensive experience—working with families, their businesses and legacy goals. Today, as members of the exclusive UBS Private Wealth Management division, our entire team has never been better positioned to help you confidently move your wealth forward.
How do we do it? By navigating a global network of resources across all of UBS to uncover the opportunities you need to pursue your most important personal and business goals. Looking beyond our experience, though, we are also deeply engaged relationship builders—there when you need us with insight to help inform even your most complex decisions. From portfolio management and pre-liquidity preparation, to lending, estate planning and philanthropic strategies, our team can add value to your thinking and provide an ongoing source of financial advice today and for generations to come.
We are deeply engaged relationship builders—there when you need us, with insight to help inform even your most complex decisions.
Working with a range of clients and their complex financial lives enables us to anticipate and address whatever challenges you may be facing.
Private Wealth Management
As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager