A single touchpoint for all your financial needs
Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
Given our experience helping entrepreneurs and founders launch, evolve and exit their companies, we believe our advice can add value at every stage. From growth strategies and succession planning to business transition planning and post-liquidity wealth management, we will guide you every step of the way.
With our diverse backgrounds, we provide an experienced perspective on both financial and legacy planning. Through our comprehensive planning process, we help prioritize your goals, establish proper asset allocation, manage risk and assess estate and charitable planning strategies.
Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.