More than 160 years
offering financial advice
Delivering multigenerational experience and expertise
Throughout our over 195 years of collective experience—roughly 25 years per partner on average—our mission has remained the same: to proactively advise our clients on the wide range of issues that come with substantial wealth. Investing is a critical component to preserving and growing assets, but there is so much more that our clients need to address. We bring in expertise and resources to help guide our clients on such topics as advanced estate and tax planning strategy, philanthropic giving, family governance, risk management, financing and many other areas.
Serving the interests of our clients
Our clients—who range from entrepreneurs, real estate professionals and entertainers to established family offices for billionaires—have entrusted us with over $30 billion of assets. We see it as an honor and a privilege to advise such an incredible group of people and have always put their interests first. Our clients can expect our complete commitment to their financial well-being and the uncompromising integrity, service and stewardship of a multi-family office. We have a steadfast focus on the issues of importance to our clients, providing thoughtful, objective and transparent advice. Striving to be champions of our clients and their unique lives, our goal is to help them confidently navigate issues of today while creating a lasting legacy for tomorrow.
Boutique feel, backed by the financial strength of the largest wealth management firm in the world
We are supported by the resources of the largest wealth management firm in the world,* UBS, and are part of a dedicated division for ultra high net worth clients, Private Wealth Management, enabling us to make our practice feel like a small boutique firm. Additionally, we are one of a select group of designated Family Office Consultants, based on our experience and expertise with clients who have over $100 million of assets, which gives our team and clients even greater access to the key people, resources and services within the firm.
* Scorpio Partnership’s “Global Private Banking Benchmark 2018”
More than 160 years
offering financial advice
As Private Wealth Advisors within the exclusive Private Wealth Management division, our team can access the full scope of UBS global resources to help our clients and their families fulfill their most important goals. Highly trained, we help address every dimension of your life and your wealth to develop a plan that’s truly personalized for you. What’s more, Private Wealth Advisor Ryan McClellan is a Family Office Consultant (FOC).
Learn more about UBS Private Wealth Management :
- Family Office Solutions Group
- Family and Philanthropy Advisory
- Strategic philanthropy
- Portfolio Advisory Group
- Global research and thought leadership
Senior Vice President–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Family Office Consultant
Managing Director–Wealth Management
Managing Director–Wealth Management
Chartered Financial Analyst®
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Authorized Officer
Senior Client Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Family Office Consultant
Managing Director–Wealth Management
Managing Director–Wealth Management
Chartered Financial Analyst®
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Authorized Officer
Senior Client Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with Private Family Wealth Partners
Our insight reflects our history of working with clients with different lives, professions and challenges. From multigenerational family offices to professional investors, corporations and entrepreneurs, we provide you with a deep level of advice and a broad solution set.
157
Collective years of experience
$30+ billion
Assets under management
11 person
seasoned team
