$7 trn
UBS Group invested assets
As of 12/31/2025
At Pacific Peak Partners, we focus on holistic planning and ongoing conversations to deeply understand our clients’ needs, wants and wishes. We make sure that financial plans align with investment portfolio’s and continuously monitor portfolio for opportunities.
We firmly believe that new technologies, social phenomena, and environmental changes are quickly altering the world we live in, while constant political news and short-term market speculation distract us from forward-looking thinking. At the end of the day we are helping clients identify and address their goals as well as their concerns.
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.
Navigating financial futures can be daunting for divorcees and widows. Seeking a professional advisor to provide guidance and support is a vital step towards financial stability. Finding someone knowledgeable to help manage finances can bring peace of mind and security during life's transitions.
What's on the horizon?
Next generation family members face evolving opportunities and responsibilities as they prepare to shape the future of their wealth and legacy. At UBS, we partner with the next generation and their families across every stage of this journey, combining tailored advisory with structured education to build confidence, capability, and long-term perspective.
A Family Office Solutions publication
First quarter 2026
We are pleased to share the first edition of the Family Office Quarterly for 2026 featuring insights on the many aspects of managing a family office. Our intent with each edition is to support your success and help evolve the industry.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
Modern philanthropy made simple
A Donor-Advised Fund (“DAF”) can provide you with a cost-effective and flexible way to donate to your favorite charities and help you address your philanthropic goals, including creating a lasting legacy that can involve your family members.
A donor advised fund generally is a fund or account that is sponsored by a public charity and with respect to which the donor or someone whom the donor designates can advise on distributions or investments.1
1 IRC § 4966(d)(2).
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
An overview of philanthropic strategies and their impact to help you evaluate different options.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior Wealth Strategy Associate
Client Associate
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.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
