$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As a dedicated boutique practice within Private Wealth Management with access to the resources of one of the largest global wealth managers, we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges.
Diverse clients. Long-lasting relationships.
We also work with a select number of entrepreneurial-minded clients and private business owners who value our ability to speak knowledgeably about their professional ventures. Our end-to-end wealth management solutions address the business and financial needs faced by executives and their families. Finally, our multigenerational approach to wealth means we address every family financial issue ranging from portfolio management to retirement planning to wealth transfer and philanthropy. We focus on providing proven practices for helping to safeguard your family’s wealth.
At the end of the day, you’ll find that our advice is comprehensive, including income planning, asset allocation, risk management, pre-sale (business) planning, lending, insurance, estate planning strategies and philanthropy. Most importantly, though, we are always accessible to you, on your terms.
Our practice is dedicated to gaining a deep understanding of you and your family. By creating a strong working relationship, we develop a strategy that is specific to your unique needs.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager