$5.9+ trn
UBS Group invested assets
As of 06/30/2024
What’s next in your story?
We help creators of varying types - founders and owners, artists and leaders - manage their complex financial needs so they can focus on the passions they were born to pursue.
Are you navigating through different stages of your entrepreneurial journey? Or crafting ways your family can author the next chapters in its legacy? We look forward to learning about your goals, understanding what you're looking for in a relationship with your advisory team, and seeing if we might be a good fit.
Our Composition team is here to serve, wherever you are in your story.
We address your priorities in caring and creative ways that grow your core assets, manage market risk, maximize community impact, and harmonize family dynamics, all in an effort to achieve your goals.
As advocates for our clients and their families, we are committed to helping make their lives better every day. We strive to be their “go-to” team, a trusted role rooted in our core values of reliability, transparency, and collaboration. Together, we make sure our clients feel in full command of their financial futures.
Executive Director
Head of Advanced Planning
Executive Director
Senior Wealth Strategist - Advanced Planning
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
Executive Director
Family Office Design & Governance Strategist
Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head of Advanced Planning
Executive Director
Senior Wealth Strategist - Advanced Planning
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
Executive Director
Family Office Design & Governance Strategist
Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
