Collaborative insight for every generation

Private Wealth Management 

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Your success reflects a lifetime of dedication, passion, and focus on what matters most.  It takes the same dedication and passion to create a legacy that instills those core values in the rising generation.

That's why today, perhaps more than at any other time, you need the close collaboration of a Private Wealth Management team. We are dedicated to helping you and your family navigate the uncommon opportunities that come with exceptional personal and business success.

Select multigenerational families, entrepreneurs, and business owners choose to work with us because of the depth of our experience. Our systematic approach, honed over our long tenure together, is built on a process for understanding your goals, the access to deliver sophisticated solutions, and the insights to help you make wise financial decisions.

$2.1 Billion

Assets under management


Collective years of experience


Advisors on the team

Our integrated process brings an experienced perspective to comprehensive wealth management.

Advanced planning

Relationship management

Investment management

Multigenerational wealth planning

Navigating your entire business cycle

Integrated services you would expect from a global leader in wealth management

Families with significant wealth deserve a flexible, customizable investment platform and an integrated network of professionals that can provide a broad array of services.

We provide a dedicated organization to bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities. A clearly-articulated, efficient family governance framework helps to focus investment decision-making, as well as family legacy and business leadership succession.

Working with estate planning attorneys, M&A specialists, accountants and insurance professionals, we deliver concierge service. You will have important access to private banking, private trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager