2.0 Billion+
Assets under 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.
2.0 Billion+
Assets under management
250
Collective years of experience
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
A framework to help athletes and entertainers prepare for a meaningful second career
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
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.
