Finding sanctuary in a complex world

Private Wealth Management

At Sanctuary Private Wealth, we understand that significant wealth requires tailored, custom solutions. We work with a select number of highly successful business executives and business owners, institutions, multigenerational families and family offices—helping them organize and simplify their financial lives, no matter how complex.

We treat each and every client like family and work hard to build collaborative relationships that are grounded in trust. Because we understand first-hand the complexities and challenges that come with family wealth, we help you make rational, smart decisions in what is often an irrational world. And, by taking excellent care of your financial assets, we free you and your family up to live your lives, manage your businesses and pursue your passions.

A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.

- Warren Buffett

One relationship. All of Private Wealth Management.

Guiding founders and business owners

Advising corporate executives


Your family. Your legacy.


Tailored family office services

art gallery

A boutique experience


Institutional-level advice

The proof is in our numbers

2.0 Billion+

Assets under management

As of 02/29/2024


Collective years of experience

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


Trends and perspectives

Man looking in VR headset

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.