Insights and solutions for exceptional wealth

Private Wealth Management

California coast

At The Prezzano Group

Our goal is to be your single point of contact—the trusted advisors who strive to simplify and manage the many details of your life—financial and beyond. Taking an advanced planning approach with capital preservation our first priority, you’ll find we are always seeking better ways to manage volatility, reduce unnecessary risk and execute the right strategy for your needs today and for years to come.

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

Architects at work

Your relationship with us

Woman reading

Advanced planning approach

UBS office

Family Office Solutions Group (FOSG)

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

More than 160 years

offering financial advice

Insights

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