$3.18 billion
Assets under management
Perry Financial Group (PFG) is named after our team’s founder, Barclay Perry. Barclay served as our collective mentor over the course of his nearly 50-year career. Barclay valued client relationships above all else, and he was passionately dedicated to helping clients pursue their goals. He believed strongly in working diligently as a team to advance our clients’ best interests at all times. These principles represent the core of our practice.
PFG is entrusted with the management of over $3.1 billion in assets for a group of clients that includes family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that each individual and family is different, and therefore should have a strategy customized to address their unique situation and objectives.
PFG offers an integrated approach that combines the client service of a boutique with the financial strength and resources of the world’s largest wealth management firm.1 We value confidentiality, integrity and transparency. Our goal is to help clients pursue their wealth management goals through comprehensive investment management, advanced tax and estate planning strategies and tailored liability management.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$3.18 billion
Assets under management
100
Collective years of experience
6 person
seasoned team
For more than three decades, Perry Financial Group has been entrusted with the management of over $2.5 billion* for a select group of sophisticated clients including family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that each individual and family is different and therefore should have a customized strategy designed for their unique situation and objectives.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager