$2.1 Billion
Assets under management
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
112
Collective years of experience
5
Advisors on the team
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.
$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
