Meaningful connections for your lifelong plan

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 25 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.

Start the conversation

Pursuing your goals together

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.

Ajay Desai

Managing Director–Wealth Management

Private Wealth Advisor
Ajay Desai

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

312-525-7250
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
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. He is the architect of the team’s strategic vision and also advises on asset allocation, alternative investments, and structured solutions given his deep capital markets expertise.

As a Private Wealth Advisor and Family Office Consultant (FOC), Ajay has a particular focus on advising ultra-high net worth individuals, multi-generational families and institutional family offices. With access to the extensive global resources of UBS, he and the team provide solutions to challenging problems and concerns 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 our most sophisticated clients and aligning them to the full suite of UBS capabilities.

Ajay is a graduate of the Iowa State University, where he was an active member of Pi Kappa Phi fraternity. He later earned his MBA in Finance and Accounting from the University of Chicago Booth School of Business. Ajay remains deeply connected to his academic roots and currently serves on the Board of the ISU Foundation for his alma mater, Iowa State University.

Ajay and his wife reside in Naperville, Illinois, and have three children in college. Outside of his professional commitments, Ajay enjoys traveling with his family to support his children’s athletic and academic pursuits. He is also a dedicated supporter of educational charities and is actively involved in mentorship initiatives for aspiring young entrepreneurs.

Previous experience
- Morgan Stanley Private Wealth Management
- Merrill Lynch Private Bank
- Founded and operated hedge fund
- Co-founded cash management firm
- Consultant with Accenture (formerly Anderson Consulting)
FINRA registrations and designations
- Series 3, 7 and 66 securities licenses
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America's Top Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
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.
- Booth School of Business, University of Chicago, M.B.A.
- Iowa State University, B.B.A.
- Private Wealth Advisor
- Family Office Consultant
- Series 3, 7 and 66 securities licenses
Family Offices

Philanthropy

Alternative investments

Lending services

Estate planning strategies

Asset allocation

Sustainable investing

Multi-generational families

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ajay.desai@ubs.com

Ajay Desai

1 North Wacker Drive,Chicago,IL,60606
Ross Siegel

Senior Vice President–Wealth Management

Private Wealth Advisor
Ross Siegel

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

312-525-7974
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
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
- Prior to joining UBS in 2020, Ross spent 12 years in private banking with J.P. Morgan and Citigroup in Chicago.
- That followed two years as a financial advisor with Edward Jones.
- Ross first entered the financial industry in 2002 when he traded futures at the Chicago Mercantile Exchange leading to the formation of a market neutral hedge fund which he managed until 2007.
- Previously Ross worked in business development for Transora Corporation, a business to business exchange in the consumer packaged goods industry, as well as a Global Business Analyst for Baxter Healthcare, where he had the opportunity to live in Vienna, Austria.
Education
- Ross has a BBA in both Accounting and Management from the University of Wisconsin School of Business in Madison.
Life
- Ross and his wife Heather reside in Deerfield, IL with their three children, Hayden, Isabelle, and Brenden and their dog, Badger.
- When not attending a hockey, dance, or volleyball activity, Ross attempts to play golf and enjoys spending time with family and friends.
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.
- Wisconsin School of Business- Madison, B.B.A.
- Private Wealth Advisor
- Series 7 and 66 securities licenses
- Certified Exit Planning Advisor
Business owners

Estate planning strategies

Alternative investments

Family Offices

Corporate executives

Sustainable investing

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ross.siegel@ubs.com

Ross Siegel

1 North Wacker Drive,Chicago,IL,60606
Randy Bruns

Senior Wealth Strategy Associate

Chartered Financial Analyst
Randy Bruns

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Suite 3300
Chicago, IL 60606

312-525-7258
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
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
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.
- Miami of Ohio University, B.S. in Finance
- Chartered Financial Analyst
- Series 3, 7 and 66 securities licenses
One North Wacker Drive
Suite 3300
Chicago, IL 60606

randy.bruns@ubs.com

Randy Bruns

One North Wacker Drive,Chicago,IL,60606
Grant Schenk

Senior Wealth Strategy Associate
Grant Schenk

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Chicago, IL 60606

312-525-4108
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VI
- WA
- WI
- WV
- WY
Focus: Portfolio Analysis and Allocation, Investment Due Diligence and Relationship Management

Education: B.A., Economics, Indiana University
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.
- B.A., Economics, Indiana University
- Series 7 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

grant.schenk@ubs.com

Grant Schenk

One North Wacker Drive,Chicago,IL,60606
Henry Freedman

Senior Wealth Strategy Associate
Henry Freedman

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Chicago, IL 60606

312-525-4113
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
Focus: Portfolio Allocation, Investment Due Diligence, Client Administration and Relationship management

Education: B.S., Finance, University of Denver
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.
- B.S., Finance, University of Denver
- Series 7 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

henry-za.freedman@ubs.com

Henry Freedman

One North Wacker Drive,Chicago,IL,60606
Aubrey Ramey

Client Associate
Aubrey Ramey

Client Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Chicago, IL 60606

312-525-4342
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
Focus: Client Service, Administration and Relationship Management

Education: B.A., Public Relations and Advertising, Valparaiso University
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.
- B.A., Public Relations and Advertising, Valparaiso University
- Series 7 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

aubrey.ramey@ubs.com

Aubrey Ramey

One North Wacker Drive,Chicago,IL,60606

Ann Bjerke

Managing Director

Head of Advanced Planning

View bio
Titus Song

Executive Director

Alternative Investments Consultant

View bio
Sarah J. Salomon , CAP®

Managing Director

Head – Family Advisory and Philanthropy

View bio
Matthew Morris, CFA

Managing Director

Head, Portfolio Advisory Group Midwest, New York and Northeast Division

View bio
Jennifer Miara

Executive Director

Ultra High Net Worth Lending Specialist, Lending Origination

View bio

Ajay Desai

Managing Director–Wealth Management

Private Wealth Advisor
Ajay Desai

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

312-525-7250
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
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. He is the architect of the team’s strategic vision and also advises on asset allocation, alternative investments, and structured solutions given his deep capital markets expertise.

As a Private Wealth Advisor and Family Office Consultant (FOC), Ajay has a particular focus on advising ultra-high net worth individuals, multi-generational families and institutional family offices. With access to the extensive global resources of UBS, he and the team provide solutions to challenging problems and concerns 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 our most sophisticated clients and aligning them to the full suite of UBS capabilities.

Ajay is a graduate of the Iowa State University, where he was an active member of Pi Kappa Phi fraternity. He later earned his MBA in Finance and Accounting from the University of Chicago Booth School of Business. Ajay remains deeply connected to his academic roots and currently serves on the Board of the ISU Foundation for his alma mater, Iowa State University.

Ajay and his wife reside in Naperville, Illinois, and have three children in college. Outside of his professional commitments, Ajay enjoys traveling with his family to support his children’s athletic and academic pursuits. He is also a dedicated supporter of educational charities and is actively involved in mentorship initiatives for aspiring young entrepreneurs.

Previous experience
- Morgan Stanley Private Wealth Management
- Merrill Lynch Private Bank
- Founded and operated hedge fund
- Co-founded cash management firm
- Consultant with Accenture (formerly Anderson Consulting)
FINRA registrations and designations
- Series 3, 7 and 66 securities licenses
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America's Top Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
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.
- Booth School of Business, University of Chicago, M.B.A.
- Iowa State University, B.B.A.
- Private Wealth Advisor
- Family Office Consultant
- Series 3, 7 and 66 securities licenses
Family Offices

Philanthropy

Alternative investments

Lending services

Estate planning strategies

Asset allocation

Sustainable investing

Multi-generational families

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ajay.desai@ubs.com

Ajay Desai

1 North Wacker Drive,Chicago,IL,60606
Ross Siegel

Senior Vice President–Wealth Management

Private Wealth Advisor
Ross Siegel

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

312-525-7974
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
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
- Prior to joining UBS in 2020, Ross spent 12 years in private banking with J.P. Morgan and Citigroup in Chicago.
- That followed two years as a financial advisor with Edward Jones.
- Ross first entered the financial industry in 2002 when he traded futures at the Chicago Mercantile Exchange leading to the formation of a market neutral hedge fund which he managed until 2007.
- Previously Ross worked in business development for Transora Corporation, a business to business exchange in the consumer packaged goods industry, as well as a Global Business Analyst for Baxter Healthcare, where he had the opportunity to live in Vienna, Austria.
Education
- Ross has a BBA in both Accounting and Management from the University of Wisconsin School of Business in Madison.
Life
- Ross and his wife Heather reside in Deerfield, IL with their three children, Hayden, Isabelle, and Brenden and their dog, Badger.
- When not attending a hockey, dance, or volleyball activity, Ross attempts to play golf and enjoys spending time with family and friends.
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.
- Wisconsin School of Business- Madison, B.B.A.
- Private Wealth Advisor
- Series 7 and 66 securities licenses
- Certified Exit Planning Advisor
Business owners

Estate planning strategies

Alternative investments

Family Offices

Corporate executives

Sustainable investing

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ross.siegel@ubs.com

Ross Siegel

1 North Wacker Drive,Chicago,IL,60606
Randy Bruns

Senior Wealth Strategy Associate

Chartered Financial Analyst
Randy Bruns

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Suite 3300
Chicago, IL 60606

312-525-7258
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
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
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.
- Miami of Ohio University, B.S. in Finance
- Chartered Financial Analyst
- Series 3, 7 and 66 securities licenses
One North Wacker Drive
Suite 3300
Chicago, IL 60606

randy.bruns@ubs.com

Randy Bruns

One North Wacker Drive,Chicago,IL,60606
Grant Schenk

Senior Wealth Strategy Associate
Grant Schenk

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Chicago, IL 60606

312-525-4108
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VI
- WA
- WI
- WV
- WY
Focus: Portfolio Analysis and Allocation, Investment Due Diligence and Relationship Management

Education: B.A., Economics, Indiana University
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.
- B.A., Economics, Indiana University
- Series 7 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

grant.schenk@ubs.com

Grant Schenk

One North Wacker Drive,Chicago,IL,60606
Henry Freedman

Senior Wealth Strategy Associate
Henry Freedman

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Chicago, IL 60606

312-525-4113
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
Focus: Portfolio Allocation, Investment Due Diligence, Client Administration and Relationship management

Education: B.S., Finance, University of Denver
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.
- B.S., Finance, University of Denver
- Series 7 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

henry-za.freedman@ubs.com

Henry Freedman

One North Wacker Drive,Chicago,IL,60606
Aubrey Ramey

Client Associate
Aubrey Ramey

Client Associate

UBS Financial Services Inc.

Private Wealth Management

One North Wacker Drive
Chicago, IL 60606

312-525-4342
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
Focus: Client Service, Administration and Relationship Management

Education: B.A., Public Relations and Advertising, Valparaiso University
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.
- B.A., Public Relations and Advertising, Valparaiso University
- Series 7 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

aubrey.ramey@ubs.com

Aubrey Ramey

One North Wacker Drive,Chicago,IL,60606

Ann Bjerke

Managing Director

Head of Advanced Planning

View bio
Titus Song

Executive Director

Alternative Investments Consultant

View bio
Sarah J. Salomon , CAP®

Managing Director

Head – Family Advisory and Philanthropy

View bio
Matthew Morris, CFA

Managing Director

Head, Portfolio Advisory Group Midwest, New York and Northeast Division

View bio
Jennifer Miara

Executive Director

Ultra High Net Worth Lending Specialist, Lending Origination

View bio

Family Office Solutions

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Original thought leadership provides keen insight borne from countless conversations with prominent families

Navigating opportunities across your enterprise

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.

From meaningful lives to purposeful legacies

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.

Connecting families to capabilities that matter

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.

Global Family Office

Acts as a resource for institutional family offices, providing priority access to product specialists, intellectual capital and events across the globe. A unique joint venture between UBS Investment Bank and Wealth Management USA.

UBS Global Family Office Report 2025

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

Read report

Connect with the people and passions that inspire you

Your investments, business, family and passions, they are all interconnected. We customize an integrated, long-term plan that reflects who you are and all you want to accomplish.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A comprehensive approach

We do the sophisticated planning and analysis, take an integrated approach and deliver the solutions that align with your priorities and preferences—no matter how complex your family’s needs.

Advanced planning
We work with our Advanced Planning team to begin a comprehensive a Strategic Wealth Assessment that provides a balance sheet review, current estate overview, hypothetical estate tax calculations and suggested wealth transfer strategies.

Customized investment plan Your plan incorporates your Strategic Wealth Assessment to help ensure you are appropriately invested for tax efficiency and your goals, and well diversified across time horizon, risk level and liquidity needs. Strategic and tactical allocations consider forward-looking market views and expected return and risk metrics

Global research and strategy
UBS research establishes capital market assumptions to provide a base for our investment views. We use CIO Americas, Wealth Management as well as UBS Investment Bank Research, in partnership with our Portfolio Advisory Group, to set strategic and tactical asset allocations.

UBS Wealth Way
Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Creating a legacy for your family’s future

Advice for business owners & entrepreneurs

From success to succession

Smart planning for executives

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

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A foundation for success

A foundation for success

Establishing an endowment or foundation is a major undertaking—one that deserves careful planning and expert guidance. We work with you to build a tailored investment strategy that supports your short- and long-term spending needs while remaining aligned with your mission, spending policy, risk tolerance and fiduciary responsibilities. We can help with:

Crafting an investment policy statement
Reviewing the investment process
Providing ongoing monitoring, reporting and communication

Strategic consulting

Strategic consulting

Our team has guided successful foundations, endowments and not-for-profit organizations in making critical financial decisions to support their long-term mission.

We bring to our clients both our strategic understanding of complex investment and management needs, as well as our problem-solving experience.

Crafting an investment policy statement
Reviewing the investment process
Providing ongoing monitoring, reporting and communication

Resources

Advice is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

51 countries

Our global footprint

Meaningful connections for your lifelong plan

Private Wealth Management

The Desai Group

Pursuing your goals together

Ajay Desai

Ross Siegel

Randy Bruns

Grant Schenk

Henry Freedman

Aubrey Ramey

Ann Bjerke

Titus Song

Sarah J. Salomon , CAP®

Matthew Morris, CFA

Jennifer Miara

Ajay Desai

Ross Siegel

Randy Bruns

Grant Schenk

Henry Freedman

Aubrey Ramey

Ann Bjerke

Titus Song

Sarah J. Salomon , CAP®

Matthew Morris, CFA

Jennifer Miara

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Education

Credentials

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Education

Credentials

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Family Office Solutions

Navigating opportunities across your enterprise

From meaningful lives to purposeful legacies

Connecting families to capabilities that matter

Global Family Office

UBS Global Family Office Report 2025

Request your report

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Connect with the people and passions that inspire you

Turn possibilities into a plan

A comprehensive approach

Creating a legacy for your family’s future

Advice for business owners & entrepreneurs

From success to succession

Smart planning for executives

Smart planning for executives

A foundation for success

A foundation for success

Strategic consulting

Strategic consulting

Resources

Advice is our craft

Planning for the sale of a closely held business

Request your report

Thank you! Your request has been submitted.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

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Start the conversation

Thank you! Your request has been submitted.