Global leader
UBS is a world-leading wealth manager
The story of your wealth is a testament to discipline and hard work. While your efforts have created boundless possibilities, your affluence also entails significant complexities. You need holistic advice and singular strategies designed to preserve what you’ve built, endow your family’s future and shape your unique legacy.
Sheila Klehm has spent more than 30 years as a Financial Advisor to prominent individuals, families, family offices, trusts and foundations. She understands the dynamics, opportunities and challenges that wealthy families face. Sheila dedicates herself to her clients, listening deeply, thinking creatively and acting strategically.
As part of Private Wealth Management at UBS, Sheila offers access to the firm’s breadth of global resources and exclusive insights. She works with an extended team of specialists to meet each client’s needs, both today and as they evolve over time.
My approach combines the head and the heart. I bring analytical rigor and sophisticated planning as I address the complexities, challenges and concerns that accompany significant wealth.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
Global leader
UBS is a world-leading wealth manager
$3.9 trillion
In invested assets globally
As of 12/31/2022
#1
Philanthropic Advice
Euromoney Private Banking and Wealth Management Survey, 2011-2022