Curated advice. Making connections that matter.

Private Wealth Management

As Private Wealth Advisors to ultra-wealthy families for more than 20 years, we recognize that you require bespoke advice and solutions that reflect who you are and what matters most to you at different times in your life. We understand that wealth creation is achieved through concentration, while wealth preservation is achieved through diversification and intelligent planning. We have learned that your wealth may be used as an accelerant for great ideas, as well as to provide security for future generations, and therefore proper balance sheet management is essential to your success.

More than investing. Access. Your advisors should understand the exceptional circles you move in, curate the introductions that can help further your endeavors and support your vision for the future. Supported by the resources of the largest wealth management firm in the world,1 the Stackman | Casriel Group can provide you with the access you deserve. From the multidisciplinary specialists across UBS Private Wealth Management to the like-minded innovators and investors who share your business interests or passions, we will mine our extensive network inside and outside of UBS to help guide your great wealth today, across generations, for generations. That is the value we can provide to you.

Addressing challenges. Delivering solutions.

Whatever your goal, no matter how complex, we listen, understand and connect you to the expertise and resources that can get you the solution you need.

For family offices

For business owners

For corporate executives

For private equity firms

For concentrated stock holders

For individuals and families

Trends and insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager