Insights and solutions for exceptional wealth

Global where it matters. Personal where it counts.

Private Wealth Advisor and financial advisor with the FOC designation, Doug Prezzano and our full service staff work collaboratively to understand you, your success and your goals for the future. We can then navigate seamlessly across all of the divisions of our vast global firm, from UBS Private Wealth Management to our Investment Bank to our Family Office Solutions Group and coordinate with your other professional advisors to deliver a well-aligned solution.

Working with us, we believe you can truly benefit from the best of both worlds—access to the extensive investment platforms, thought capital and expertise of a world leader in both individual and institutional wealth management, delivered through our service-driven, attentive team. Each of us is committed to your best interests and to earning your confidence in our advice, execution and focus on each facet of your overall wealth picture.

Risk, wealth preservation and your future

We begin with an in-depth discussion to uncover all the critical information that gives us a better understanding of your income, liquidity and estate planning needs. What are the factors that could affect your ability to grow and preserve your wealth for the future? How do you diversify and monetize over-weighted positions. Where can we help manage your tax liability? Together with specialists from our Advanced Planning team, we will focus on these questions, always mindful of our risk as we customize a strategic long-term plan and prudent investment strategies for pursuing those goals.

Liquidity. Longevity. Legacy.

Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.

Then, we can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Holistic, institutionalized coverage for Family Offices

Family Office Solutions Group (FOSG)

Doug offers the resources of the Family Office Solutions Group, the best of UBS insight and expertise for our exceptional clients. Working with a dedicated FOSG team, Family Office Clients can benefit from:

Bespoke solutions to address business, investment, personal passions and legacy needs

Priority access to UBS’ team of senior specialists and networking with global peers

Tailored strategies for seeking growth, capital preservation and generational wealth transitions