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.

LA Skyline

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Architects at work

Your relationship with us

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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

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

More than 160 years

offering financial advice

Insights

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