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.

A single touchpoint for family offices

Our decades of serving exceptional families has earned us a place among a select group of UBS Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. We have undergone rigorous training to strengthen our knowledge and proficiency in helping manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.

Through our collaboration with the Family Office Solutions Group and their more than 20 specialists across intra-wealth disciplines, we’ll serve as your single touchpoint for delivering a range of expertise across all of UBS. With access to professionals who are dedicated to working with families just like yours, we believe there’s no better platform for us to tailor advice and opportunities specifically for your complex needs, across generations.

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

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager