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.

Seaside

With the dedication of a boutique investment firm and access to the global resources of the world‘s largest wealth manager, we advise our clients well beyond their investment needs.*

The value of a Family Office Consultant

Family Office Consultant (FOC) is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

*Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

Architects at work

Your relationship with us

Woman reading

Advanced planning approach

UBS office

Family Office Solutions Group (FOSG)

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

More than 150 years

offering financial advice

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022