$3.9 trillion
In invested assets globally
As of 12/31/2022
At The SBR Group, we focus on developing long-lasting relationships with our clients that deepen over time. This enables us to address short-term concerns, such as effective tax planning, as well as long-term legacy and philanthropic goals. We draw on the distinctive backgrounds of our team, including a former economist, private equity principal and Fortune 500 executive, to tailor personalized financial planning to each client’s specific needs. As UBS Private Wealth Advisors, we provide access to the firm’s global wealth management resources, encompassing a wide range of experts and research.
Every client relationship begins with a series of in-depth conversations, so that we can get a clear sense of what truly matters to you, and your vision for the future. Whether you’re navigating a life event or planning a philanthropic gift, you can expect realistic guidance that adapts to your needs. We also understand the deep connection between wealth and family, and can provide a framework for educating and engaging the next generation.
Our Private Wealth Management resources encompass key areas of expertise, including:
Our integrity coupled with the thoughtful advice we provide to our clients has earned us deep relationships.
Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues
Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.
Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint