Global leader
UBS is a leading and truly global 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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
Global leader
UBS is a leading and truly global wealth manager
$5.9+ trn
UBS Group invested assets
As of 06/30/2024