$3.9 trillion
In invested assets globally
As of 12/31/2022
Experience
We are a multigenerational team of Private Wealth Advisors with decades of diverse experience helping our clients enjoy their success today, strategically plan for tomorrow and leave a lasting legacy for their families and the causes in which they believe.
Insight
We understand the complex needs of wealthy families to deliver thoughtful solutions beyond just investments. Let us help you form a strategic plan that creates a lasting legacy for your family and the causes that matter most to you.
Access
With the attention of a boutique family office and the resources of one of the world’s leading wealth management firms, our advice and services look well beyond your investment needs.
Together we can find the answer.
You. Connected.
There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.
$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