Experience and integrity. For every generation.

Private Wealth Management

Building

Delivering multigenerational experience and expertise
Throughout our over 150 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. Our dedication to clients, and efforts on their behalf, has been recognized by leading financial publications: Bill Calvert, Scott Harries, and Ryan McClellan have been recognized multiple times by the Financial Times, Forbes, and Barron’s as top advisors in the country.

Serving the interests of our clients
Clients—ranging 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 our clients and have always put their interests first. Working with us, 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 are focused 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 navigate issues of today confidently while create a 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”

The strength of UBS

One vision. More than 150 years.

#1

Euromoney Private Banking and Wealth Management Survey, 2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

150 years

offering financial advice

The power of access

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
UBS Global Family Office

The value of our relationship

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.

Boardroom

Family Office Consultant (FOC)

Buildings

Investing with insight

3 generations

Customized service

The proof is in our numbers

152

Collective years of experience

$30+ billion

Assets under management

9 person

seasoned team


Insights