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.

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report
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

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

More than 160 years

offering financial advice