$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Americas Team is a boutique team, working solely with select ultra-high net worth families, offering a specific focus on the distinctive needs of entrepreneurs, multigenerational families and family offices.
Our seasoned team, with more than 30 years of experience, will create a comprehensive plan that includes your post-liquidity investment strategies and wealth transition goals. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your legacy.
Our disciplined approach to investment management and our detailed processes in wealth protection, enhancement and transfer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life.
The well-being of our clients and their families is first and foremost, our most important priority, it is the only real measure of our success.
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.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024