$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Private Wealth Management
A legacy isn’t built overnight. It demands years of trusted collaboration focused on shared vision and purpose. We believe lasting legacies are often the result of well-informed choices and thoughtful decision-making. But given today’s many uncertainties and challenges, can you preserve all you’ve achieved and ensure that it endures for your family and their future?
For more than 20 years, exceptional families across the globe have chosen our team to help them manage their wealth for continuity. With decades of diverse experience combined with our forward thinking, we provide critical investment insight—especially in an industry that is constantly evolving. Accessing our broad network of large family offices and aligning the institutional expertise and solutions of the UBS Private Wealth Management, UBS Investment Bank, Family Office Services Group and the Family Advisory and Philanthropy Services team, we strive to deliver bespoke opportunities that embrace your family’s financial and human capital.
With our diverse credentials and collective perspectives and the full scope of resources from a global leader in Private Wealth Management, we are solely focused on helping you preserve your legacy and enhance its value for generations to come.
Delivering the advice and solutions exceptional families seek
As the senior partner on his team, Ajay is lead Advisor and relationship manager for their most sophisticated clients and prospects. He is an architect of the team’s strategic vision and also advises on asset allocation and alternative investments, given his deep capital markets expertise.
As a Private Wealth Advisor and Family Office Consultant (FOC), Ajay has a particular focus on managing generational wealth and philanthropic planning. With access to the extensive global resources of UBS, he and the team provide solutions to challenging problems and concerns of ultra-high net worth clients, and more specifically to those facing exceptional families.
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge.
Previous experience
FINRA registrations and designations
Life
Managing wealth with the experience and wisdom of five decades
Jim has been at the firm for more than 56 years, including positions at the UBS Investment Bank and Private Wealth Management, as well as serving as the chairman of the UBS Midwest Advisory Board. It’s in his Private Wealth career that Jim feels he truly delivers value to our clients. It brings him great satisfaction to work with his team of professional, caring Advisors who are completely committed to helping clients and their families achieve their goals, while delivering all aspects of the firm.
Previous experience
FINRA registrations and designations
Life
Ross specializes in advising wealthy clients and their families with regard to their entire financial picture. He and the team leverage the resources of UBS while developing a deep understanding of the client’s needs and objectives. Each client requires a unique solution as all have their own individual circumstances in terms of family, liquidity, cash flow, goals, and more. This approach provides every client with the access and resources of a global wealth management firm while enjoying the benefits of a boutique relationship.
Previous experience
Education
Life
Focus: Capital Markets Solutions & Trading, Cash Management and Analysis
Prior Roles: Registered Marketing Associate at Morgan Stanley Smith Barney; Trader on Municipal Bond Desk with Merrill Lynch
Education: B.S. in Finance, Miami of Ohio University
Executive Director
Head of Advanced Planning
Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.
Delivering the advice and solutions exceptional families seek
As the senior partner on his team, Ajay is lead Advisor and relationship manager for their most sophisticated clients and prospects. He is an architect of the team’s strategic vision and also advises on asset allocation and alternative investments, given his deep capital markets expertise.
As a Private Wealth Advisor and Family Office Consultant (FOC), Ajay has a particular focus on managing generational wealth and philanthropic planning. With access to the extensive global resources of UBS, he and the team provide solutions to challenging problems and concerns of ultra-high net worth clients, and more specifically to those facing exceptional families.
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge.
Previous experience
FINRA registrations and designations
Life
Managing wealth with the experience and wisdom of five decades
Jim has been at the firm for more than 56 years, including positions at the UBS Investment Bank and Private Wealth Management, as well as serving as the chairman of the UBS Midwest Advisory Board. It’s in his Private Wealth career that Jim feels he truly delivers value to our clients. It brings him great satisfaction to work with his team of professional, caring Advisors who are completely committed to helping clients and their families achieve their goals, while delivering all aspects of the firm.
Previous experience
FINRA registrations and designations
Life
Ross specializes in advising wealthy clients and their families with regard to their entire financial picture. He and the team leverage the resources of UBS while developing a deep understanding of the client’s needs and objectives. Each client requires a unique solution as all have their own individual circumstances in terms of family, liquidity, cash flow, goals, and more. This approach provides every client with the access and resources of a global wealth management firm while enjoying the benefits of a boutique relationship.
Previous experience
Education
Life
Focus: Capital Markets Solutions & Trading, Cash Management and Analysis
Prior Roles: Registered Marketing Associate at Morgan Stanley Smith Barney; Trader on Municipal Bond Desk with Merrill Lynch
Education: B.S. in Finance, Miami of Ohio University
Executive Director
Head of Advanced Planning
Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Client Solutions Specialist, Family Office Solutions
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.
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.
How do you facilitate intergenerational wealth management? Our team understands the dynamics of families working together to make important life decisions—for today and tomorrow. Collaborating with the Family Office Solutions Group, we bring UBS insight and experience to our family office clients, providing seamless access to bespoke solutions and holistic, institutionalized coverage across all areas of UBS.
In addition, for select clients, we can introduce you to the UBS Global Family Office Americas, a centralized platform that leverages the firm’s institutional and wealth management resources.
Ajay Desai is a Private Wealth Advisor, Family Office Consultant (FOC).
The Family Office Consultant (FOC) is a UBS business designation earned by a select group of Financial Advisors. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ajay aligns specific needs to the full suite of UBS capabilities. Working together, FOCs strive to help these clients address critical concerns to pursue their most important goals.
Together with our partners from Family Advisory, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family governance and business succession. We begin our planning process with deep discovery conversations that will fully identify your passions, goals, concerns and values. Because family participation is critical to ensuring the success of your legacy plan, we facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish with your wealth.
In collaboration with Family Advisory, our team offers a number of resources, including wealth educational programs for the rising generation, family meeting engagement and participation strategies and a network of trusted third-party consultants for family office design and family business succession.
Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
Global philanthropy holds immense promise in the 21st century. Global giving is growing, gaining visibility and creating much-needed change around the world. With philanthropic institutions spanning the globe, comprising over 260,000 foundations,1 The opportunities to participate are vast. Read about how in the Global Philanthropy Report.
1Global Philanthropy Report
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
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