Reliable experience. Trusted relationships.

A road map for long-term financial goals

As anyone who has ever built a business knows, you have to start with a plan. The same is true of your personal finances. Our integrated wealth management planning approach seeks to understand your specific needs and make sure that your financial decisions reflect both short term desires and long term goals. We have the resources to help you and your family address the specific and uncommon issues that come with personal and business success.

Empowering informed financial decisions
Our planning process begins with a series of meaningful conversations focused on understanding your personal and professional financial goals. We then work with you to establish a comprehensive financial plan that prioritizes those goals. We view this as a business plan for your personal life, creating metrics to measure success and providing context for all important financial decision-making.

Working with your family or your family office
In conjunction with the UBS Global Family Office group, we seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices. In addition, our Family Advisory group offers advice on family decision making, business and generational transitions, wealth transfer and family office governance.

Multi-generational strategies
A family governance system helps you navigate the intersection of family, business, finance and legacy continuity. Issues such as estate planning, business leadership transition and family fairness can best be addressed through a structured process. We work with families to facilitate building strategies that serve current generations and are flexible enough for the needs of future generations.

Estate planning strategies and transitioning wealth
We have the experience and the network to address the complexities of your estate planning needs. We may be able to help with protecting your assets or business ownership, reducing estate tax exposure through the use of lifetime gift tax exclusions, transitioning wealth to future generations or pursuing philanthropic endeavors

Helping you protect principal and achieve your priorities

We pride ourselves on matching your goals and objectives with a highly personalized financial plan and investment strategy.

Our investment approach is grounded in preserving the wealth you have worked so hard to build. We believe that tapping the deep insights of UBS combined with independent due diligence, diversification, and risk monitoring are the foundation of a comprehensive plan.

Liquidity, longevity and legacy
With a goal-oriented approach to your portfolio, we look at your entire financial life and manage your investments the way you intuitively think of money. By separating assets specific to maintaining your lifestyle from those earmarked for your legacy, we create separate allocations for the capital you’ll need to meet specific goals or within certain timeframes. This approach allows us to align your strategy with your longevity, liquidity and legacy objectives along the timetable that is right for you.

Open access to custom investment solutions
With our open access to an array of financial solutions both within and outside of UBS, we have experience positioning our clients to seize the opportunities of an unpredictable market. Our direct access to the global resources of UBS benefits you with timely perspectives, customized investment management and a fully-integrated suite of financial solutions. We offer the insights you need to make wise financial decisions.

Focused on asset allocation and mitigating risk
Through our comprehensive due diligence and planning process, we can determine your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that maintains an opportunistic eye toward investments and changes in the market. The foundation of our investment strategies comes from the expertise of both internal and external sources, combined in an integrated and systematic process:

• UBS economists and research analysts provide daily insights and unbiased views across all key markets
• Investment strategists leverage these insights to identify important market risks and opportunities
• Senior investment professionals across UBS and our global network determine the best course of action

Alternative investments
We can incorporate alternative investments such as hedge funds, private equity and real estate into portfolios where appropriate. We may use low volatility hedge funds to help mitigate risk or long/short hedge funds as part of an equity allocation. In addition, we opportunistically seek out income-oriented private equity deals as a way to generate enhanced income in today’s low interest rate environment.

Working toward building trusted relationships

We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms.

We believe our level of caring and understanding has earned our clients’ lifelong trust. It has created strong bonds across generations. Our goal is to simplify your financial life with a clear and consistent approach to managing your wealth so that we can be helpful in every aspect of your life.

Integrated services with a personal touch
Exemplary service is essential to a successful relationship. Clients rely on our client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information, or simplify daily financial and investment issues, from setting up online services to handling financial statements.

Count on us to be:

• Proactive – we’re ahead of the curve to meet and exceed your expectations
• Accessible – responsive and quick to resolve any issue, we’re here for you for every need, large or small
• Collaborative – our team works closely together, providing regular contact that keeps you informed
• Confidential – we build client trust by being discreet and by ensuring confidentiality

Executive team coordination
We foster a close working relationship with your executive team of trusted advisors, such as your CPA, attorney, insurance agent or other financial professionals. In that way, we can coordinate all perspectives into one integrated approach. Because of the level of service we provide, we have the experience and specific expertise necessary to handle your complex needs.