#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
With a team of 30 professionals, averaging 20 years of experience in estate planning and tax, we provide comprehensive planning and sophisticated advice and education to clients of the firm as well as thought leadership in estate planning strategies, income and estate tax planning strategies, family office structuring, business succession planning, charitable planning and family governance.
Through integration and layering of services across the UBS ecosystem and leveraging both our robust internal capabilities and our strategic partnerships with leading third-party providers; we help clients navigate the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures and deliver a personalized, holistic experience.
Alternative investments offer exposure to different risk and return characteristics with low correlations to traditional assets creating more diversified portfolios.
We have 30+ years of experience, ~$250 billion in invested assets, ~500+partnerships, ~1’000+ AI products on our platform which encompasses private equity/credit, real estate, hedge funds and managed futures opportunities.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Let our resources help you proceed with passion.
Get strategic planning at every stage of your business and put our global wealth management expertise to work for you. Whether you’re just starting, growing or planning to exit, we have solutions to help keep driving you and your business forward with optimism and confidence.
A trusted resource for over 40 years, UBS Institutional Consulting delivers customized investment solutions to more than 7,700 clients across a broad range of organizations including corporations, public and private retirement plans, state and local governments, hospitals and health care systems, colleges and universities, foundations and endowments, nonprofit organizations and many more.
We offer bespoke derivative capabilities for private clients and family offices in equities, rates, foreign exchange, precious metals, credit, and cross-asset quantitative investment strategies.
Using data-driven, rules-based models to identify and exploit market inefficiencies we provide added diversification, portfolio protection and hedging, loan cheapening strategies, FX risk management, etc.
We design and implements separately managed, fixed income investment management programs for corporations, institutions, family offices and ultra-high net worth individuals. Our vertically integrated solutions are customized to achieve client-specific goals and objectives consistent with their investment policy parameters, liquidity needs and tax status while exempt from asset-based fees/expenses.
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
Diversify Globally
We offer US clients tailored solutions in a variety of jurisdictions, geographic areas and currencies through our strategic partnership with Vontobel SFA, a SEC-RIA based in Switzerland. Clients can diversify geographically and custody their assets outside the US, broadening their international investment range and enabling them to potentially borrow at lower interest rates.
We offer a variety of retirement plan solutions and fiduciary services to help meet the evolving needs of plan sponsors and prepare employees for a secure retirement.
For over 30 years we have been providing investment advice as a fiduciary and offering specialized services. We support 7000+ retirement plans from small businesses to Fortune 500 and have $160+ billion in retirement plan assets.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a leading and truly global wealth manager
$7 trn
UBS Group invested assets
As of 12/31/2025
50
Collective years of experience
15
Years in business as a team
Years of experience onboarding clients with the UBS Investment Bank to help with
navigating complex wealth challenges
Escape velocity?
Our Chief Investment Office presents its outlook for the new year in the 2026 edition of Year Ahead.
Stocks are rising on AI momentum, but inflation and national debt pose new challenges. Let’s review the research together and find the best solutions for the year ahead —and beyond.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Financial Advisor
Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Executive Director
Market Director
Executive Director
Market Executive
Executive Director
Wealth Planning Strategist
Executive Director
Family Office Design & Governance Strategist
Managing Director
Head of Family Office Solutions
NMLS #800454
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Global Family Office Group
Managing Director
Equity derivatives specialist
Financial Advisor
Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Executive Director
Market Director
Executive Director
Market Executive
Executive Director
Wealth Planning Strategist
Executive Director
Family Office Design & Governance Strategist
Managing Director
Head of Family Office Solutions
NMLS #800454
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Global Family Office Group
Managing Director
Equity derivatives specialist
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
