A focus on personalized access and service
Tailored family office services
Tailored family office services
Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.
To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.
Smart planning for executives
Smart planning for executives
We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.
Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.
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Advanced planning
Advanced planning
We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.
As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.
