14.2%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Financial Reporting as of 12/31/2022
In the rarified space of significant wealth, we understand your status is a reflection of your success, your passion and your heritage. We have built a deep history with a highly select clientele of multigenerational families, entrepreneurs and family offices across the country by providing access to the global resources of UBS.
At UBS Private Wealth Management, an exclusive division within one of the largest wealth managers in the world, we leverage our global platforms and connect clients to the financial prowess of our experts across disciplines. Our team’s background in institutional investing gives us the perspective and knowledge you need to help unlock opportunities, preserve wealth and create continuity.
The value of the Family Office Consultant (FOC)
Jay Williams is among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant (FOC) business designation. They have demonstrated the 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 their clients face, FOCs align specific needs to the full
Every member of our team has spent their entire career working exclusively with exceptional, affluent families and their family offices—it’s all we do.
As the founder of The Family Office Group, Jay has spent the entirety of his 20+ year career working with ultra-high net worth clients and their family offices. Serving the complex needs of a highly select group, he provides a deep understanding of the global markets and direct access to the elite resources of UBS Private Wealth Management. Jay is proud to serve the wealth management needs of exceptional clients at all phases of life. The team’s clients count on Jay and the Family Office Group for their experience, trusted advice and commitment to the highest level of service.
Jay focuses on exceptional families and individuals who need institutional level investment guidance. He specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help clients reach their goals.
Jay joined UBS in 2008 and is a part of a select group of advisors who hold both designations of Private Wealth Advisor and Family Office Consultant. He also served as a lead in the UBS Global Family Office for two years. Working exclusively with ultra-high net worth clients, Jay began his career at Goldman Sachs followed by U.S. Trust Bank of America Private Wealth Management. Jay earned a B.A. in political science with a minor in economics from Texas A&M University, and he also studied European economics and politics in Vienna, Austria. Jay has the Series 3, 7, 31, 63, and 65 securities licenses.
Jay lives in Austin, Texas with his wife, Susie, and their two dogs, Ellie and Blue. He has three children – Allie, Harrison, and Julia. Allie and her husband, Jed, live in Vermont with their son, Quinn, and daughter, Zadie; Harrison lives in Southern California; and Julia lives in Brooklyn. In his free time, Jay enjoys traveling with his family, spending time with his children and grandchildren, attending his son’s track meets, hunting, fishing and cooking in his outdoor kitchen.
As the team's lead investment consultant, Aaron is dedicated to building trusted relationships with clients by focusing on their long-term investment outcomes. He focuses exclusively on managing significant wealth for exceptional families and family offices. Aaron is passionate about research and understands that a comprehensive perspective on the global economy is necessary in today’s environment. Aaron works closely with the Portfolio Advisory Group and Investment Manager Research team at UBS to create strategic asset allocation portfolios. This is accomplished by building highly customized portfolios, directing capital to equities, fixed income, structured risk strategies, and alternative investments.
Prior to joining UBS in 2008, Aaron worked at U.S. Trust, Bank of America, as an investment consultant to ultra-high net worth clients and Merrill Lynch Private Banking and Investment Group as a portfolio analyst. Aaron is a part of a small subset of advisors within UBS Private Wealth Management with the title of Private Wealth Advisor. He obtained his CIMA® designation through the Wharton School of the University of Pennsylvania. He has a B.S. in Accounting from Emory & Henry College, and he earned his M.B.A in Finance from the Whitman School of Management at Syracuse University.
Outside of the office, Aaron loves spending time with his family on their cattle farm in Virginia. He is also a guitar enthusiast and budding collector.
Lyndsey has spent her entire career working closely with ultra-high net worth families. Organized and detail-oriented, she supports each member of The Family Office Group and manages the team’s processes and procedures so all members can thrive in their roles and bring the most to the team’s clients. She is also instrumental in coordinating the team’s client participation in UBS events. Lyndsey allows her personal and family values to help guide her professional life and especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations. Lyndsey is proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.
Lyndsey has more than fifteen years of experience working in the financial services industry with a focus on client service and team management. Prior to joining UBS in 2008, she began her career with U.S. Trust Bank of America Private Wealth Management. Lyndsey is a CERTIFIED FINANCIAL PLANNER™ professional and has her Series 7 and 66 securities licenses and Life and Health Insurance licenses. She has a B.B.A in managerial finance and banking and finance, a double major from the University of Mississippi where she graduated summa cum laude and attended on an academic and athletic soccer scholarship.
Lyndsey lives in her hometown of Germantown, TN with her husband, Brad, and their three children and three pets. She is very involved with her church and active in her local community. Lyndsey enjoys spending time with her family, playing and watching sports, being outdoors, and helping coach her children’s sports’ teams.
With her background as a licensed attorney, Rachel is able to offer a holistic level of estate and tax planning services. She is trusted to work closely with clients’ estate and tax attorneys, and she provides guidance on estate planning strategies, income and transfer tax planning, family office structuring, business succession planning, charitable planning, philanthropy, and family governance. Her exceptional and discerning clients require the expertise of institutional-level service. Rachel earns clients’ trust by working with them and their closest advisors with integrity, compassion and professionalism. Whether working with family offices or directly with families, Rachel and the team are highly collaborative and thorough.
A part of one of UBS’s top Private Wealth Management teams, Rachel is able to coordinate direct access to the global resources of the firm. This may include the Advanced Planning Group, Family Advisory and Philanthropy Services and other key experts, specialists and essential banking services worldwide. Prior to joining UBS, Rachel worked as in-house counsel for four years for the single-family office of RBM Venture Company. She is licensed to practice law in Tennessee and holds her Series 7 and 66 securities licenses. Rachel has an LLM in taxation from Villanova University Charles Widger School of Law, J.D. from the University of Memphis Cecil C. Humphreys School of Law, and B.A. in International Studies with minors in French and History from The University of Memphis.
Rachel enjoys cooking, yoga, traveling, reading, health/wellness, and spending time with her daughters, Evie and Marie, and her husband, Andy.
Callie has worked with ultra-high net worth families since joining UBS Private Wealth Management in 2018. Along with the rest of the team, she leverages UBS specialty groups and resources exclusive to ultra-high net worth individuals and family office clients to ensure their institutional investment and legacy needs are met. As an investment analyst, she focuses on implementing asset allocations, portfolio construction, manager due diligence, alternative investments, cash management, reporting and trade execution.
Callie is a proud member of Luminary and All Bar None, organizations dedicated to supporting and empowering women in their careers and was also recognized by the firm as a Peak Performer. She received her B.S. in integrated marketing and communications with minors in Spanish and business administration from the University of Mississippi. She also holds the Series 7 and 66 securities licenses. Prior to joining UBS, Callie worked as a public relations consultant at BCW Global and serviced transportation, e-commerce and United States Armed Forces clients.
Callie is a cooking and art enthusiast, enjoys traveling with her husband, and loves visiting her family’s multigenerational cotton and rice farm in Arkansas.
Anne Watkins is focused on providing diligent and efficient client service for The Family Office Group. She directs and implements the onboarding and maintenance of the team’s client relationships including day-to-day operational needs and cash management. Anne Watkins also supports her colleagues in the areas of financial planning and investment allocation. She enjoys problem-solving and is committed to delivering excellent service by anticipating the needs of clients and ensuring a smooth and holistic client experience at every level.
Prior to joining UBS Private Wealth Management in 2021, Anne Watkins worked for two years in the finance and fundraising department for a Texas gubernatorial candidate. She graduated Summa Cum Laude from the University of Mississippi with a B.S. in integrated marketing communications and minors in art and business administration from the Sally McDonnell Barksdale Honors College. She also holds her Series 7 and 66 securities licenses.
Outside of the office, Anne Watkins enjoys reading, cooking for friends, walking with her dog Kudzu, and trying out a new spot on the restaurant scene with her husband, Andrew
Harrison joined UBS and The Family Office Group as an investment analyst in 2021. He will be assisting the team with due diligence of investment opportunities for clients. Harrison has a B.S. in engineering product design from Stanford University where he attended on an athletic scholarship for track and field.
Harrison lives at the Olympic Training Center in Chula Vista, CA where he is currently training for the 2024 Olympics in the Decathlon. In his free time, he enjoys watching the Astros and learning to play the guitar.
As the founder of The Family Office Group, Jay has spent the entirety of his 20+ year career working with ultra-high net worth clients and their family offices. Serving the complex needs of a highly select group, he provides a deep understanding of the global markets and direct access to the elite resources of UBS Private Wealth Management. Jay is proud to serve the wealth management needs of exceptional clients at all phases of life. The team’s clients count on Jay and the Family Office Group for their experience, trusted advice and commitment to the highest level of service.
Jay focuses on exceptional families and individuals who need institutional level investment guidance. He specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help clients reach their goals.
Jay joined UBS in 2008 and is a part of a select group of advisors who hold both designations of Private Wealth Advisor and Family Office Consultant. He also served as a lead in the UBS Global Family Office for two years. Working exclusively with ultra-high net worth clients, Jay began his career at Goldman Sachs followed by U.S. Trust Bank of America Private Wealth Management. Jay earned a B.A. in political science with a minor in economics from Texas A&M University, and he also studied European economics and politics in Vienna, Austria. Jay has the Series 3, 7, 31, 63, and 65 securities licenses.
Jay lives in Austin, Texas with his wife, Susie, and their two dogs, Ellie and Blue. He has three children – Allie, Harrison, and Julia. Allie and her husband, Jed, live in Vermont with their son, Quinn, and daughter, Zadie; Harrison lives in Southern California; and Julia lives in Brooklyn. In his free time, Jay enjoys traveling with his family, spending time with his children and grandchildren, attending his son’s track meets, hunting, fishing and cooking in his outdoor kitchen.
As the team's lead investment consultant, Aaron is dedicated to building trusted relationships with clients by focusing on their long-term investment outcomes. He focuses exclusively on managing significant wealth for exceptional families and family offices. Aaron is passionate about research and understands that a comprehensive perspective on the global economy is necessary in today’s environment. Aaron works closely with the Portfolio Advisory Group and Investment Manager Research team at UBS to create strategic asset allocation portfolios. This is accomplished by building highly customized portfolios, directing capital to equities, fixed income, structured risk strategies, and alternative investments.
Prior to joining UBS in 2008, Aaron worked at U.S. Trust, Bank of America, as an investment consultant to ultra-high net worth clients and Merrill Lynch Private Banking and Investment Group as a portfolio analyst. Aaron is a part of a small subset of advisors within UBS Private Wealth Management with the title of Private Wealth Advisor. He obtained his CIMA® designation through the Wharton School of the University of Pennsylvania. He has a B.S. in Accounting from Emory & Henry College, and he earned his M.B.A in Finance from the Whitman School of Management at Syracuse University.
Outside of the office, Aaron loves spending time with his family on their cattle farm in Virginia. He is also a guitar enthusiast and budding collector.
Lyndsey has spent her entire career working closely with ultra-high net worth families. Organized and detail-oriented, she supports each member of The Family Office Group and manages the team’s processes and procedures so all members can thrive in their roles and bring the most to the team’s clients. She is also instrumental in coordinating the team’s client participation in UBS events. Lyndsey allows her personal and family values to help guide her professional life and especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations. Lyndsey is proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.
Lyndsey has more than fifteen years of experience working in the financial services industry with a focus on client service and team management. Prior to joining UBS in 2008, she began her career with U.S. Trust Bank of America Private Wealth Management. Lyndsey is a CERTIFIED FINANCIAL PLANNER™ professional and has her Series 7 and 66 securities licenses and Life and Health Insurance licenses. She has a B.B.A in managerial finance and banking and finance, a double major from the University of Mississippi where she graduated summa cum laude and attended on an academic and athletic soccer scholarship.
Lyndsey lives in her hometown of Germantown, TN with her husband, Brad, and their three children and three pets. She is very involved with her church and active in her local community. Lyndsey enjoys spending time with her family, playing and watching sports, being outdoors, and helping coach her children’s sports’ teams.
With her background as a licensed attorney, Rachel is able to offer a holistic level of estate and tax planning services. She is trusted to work closely with clients’ estate and tax attorneys, and she provides guidance on estate planning strategies, income and transfer tax planning, family office structuring, business succession planning, charitable planning, philanthropy, and family governance. Her exceptional and discerning clients require the expertise of institutional-level service. Rachel earns clients’ trust by working with them and their closest advisors with integrity, compassion and professionalism. Whether working with family offices or directly with families, Rachel and the team are highly collaborative and thorough.
A part of one of UBS’s top Private Wealth Management teams, Rachel is able to coordinate direct access to the global resources of the firm. This may include the Advanced Planning Group, Family Advisory and Philanthropy Services and other key experts, specialists and essential banking services worldwide. Prior to joining UBS, Rachel worked as in-house counsel for four years for the single-family office of RBM Venture Company. She is licensed to practice law in Tennessee and holds her Series 7 and 66 securities licenses. Rachel has an LLM in taxation from Villanova University Charles Widger School of Law, J.D. from the University of Memphis Cecil C. Humphreys School of Law, and B.A. in International Studies with minors in French and History from The University of Memphis.
Rachel enjoys cooking, yoga, traveling, reading, health/wellness, and spending time with her daughters, Evie and Marie, and her husband, Andy.
Callie has worked with ultra-high net worth families since joining UBS Private Wealth Management in 2018. Along with the rest of the team, she leverages UBS specialty groups and resources exclusive to ultra-high net worth individuals and family office clients to ensure their institutional investment and legacy needs are met. As an investment analyst, she focuses on implementing asset allocations, portfolio construction, manager due diligence, alternative investments, cash management, reporting and trade execution.
Callie is a proud member of Luminary and All Bar None, organizations dedicated to supporting and empowering women in their careers and was also recognized by the firm as a Peak Performer. She received her B.S. in integrated marketing and communications with minors in Spanish and business administration from the University of Mississippi. She also holds the Series 7 and 66 securities licenses. Prior to joining UBS, Callie worked as a public relations consultant at BCW Global and serviced transportation, e-commerce and United States Armed Forces clients.
Callie is a cooking and art enthusiast, enjoys traveling with her husband, and loves visiting her family’s multigenerational cotton and rice farm in Arkansas.
Anne Watkins is focused on providing diligent and efficient client service for The Family Office Group. She directs and implements the onboarding and maintenance of the team’s client relationships including day-to-day operational needs and cash management. Anne Watkins also supports her colleagues in the areas of financial planning and investment allocation. She enjoys problem-solving and is committed to delivering excellent service by anticipating the needs of clients and ensuring a smooth and holistic client experience at every level.
Prior to joining UBS Private Wealth Management in 2021, Anne Watkins worked for two years in the finance and fundraising department for a Texas gubernatorial candidate. She graduated Summa Cum Laude from the University of Mississippi with a B.S. in integrated marketing communications and minors in art and business administration from the Sally McDonnell Barksdale Honors College. She also holds her Series 7 and 66 securities licenses.
Outside of the office, Anne Watkins enjoys reading, cooking for friends, walking with her dog Kudzu, and trying out a new spot on the restaurant scene with her husband, Andrew
Harrison joined UBS and The Family Office Group as an investment analyst in 2021. He will be assisting the team with due diligence of investment opportunities for clients. Harrison has a B.S. in engineering product design from Stanford University where he attended on an athletic scholarship for track and field.
Harrison lives at the Olympic Training Center in Chula Vista, CA where he is currently training for the 2024 Olympics in the Decathlon. In his free time, he enjoys watching the Astros and learning to play the guitar.
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
Connecting you to the resources and network of UBS
As UBS Private Wealth Advisors, we can provide access to the highest levels of senior leadership at the firm, our global platforms, and a vast network of financial and intellectual experts in Wealth Management, Asset Management and our Private and Investment Banks. By teaming with other select UBS Advisors and by working directly with your accountants and estate attorneys, we can get you the right resources at the firm, directly and efficiently.
Wealth strategies for each generation
Through our unified financial planning process, we help prioritize your pre- and post-liquidity goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies. With our team’s extensive private wealth background, we bring an experienced perspective to the intersection of wealth management and estate planning. In that way, we can help you care for future generations and charitable organizations with the least possible tax impact.
Institution-level solutions for individual clients
By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS‘s open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.
A customized advisory platform
We seamlessly integrate comprehensive wealth management with institutional-level investment solutions for family offices. Our team also understands the dynamics of families working together to make important life decisions. Working with the UBS Global Family Office and Family Advisory and Philanthropy Services groups, we can help bridge generations to offer advice on family decision-making, business transition, wealth transfer and family office governance. Collaborating with our Family Office Solutions Group, we bring the best of UBS insight and expertise to our clients—helping them explore highly bespoke opportunities for growth, capital preservation and wealth transition.
Helping your wealth create greater impact
We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. Collaborating with your tax and legal specialists, we’ll help you achieve your specific estate planning and charitable giving goals. That’s how we’ll help the wealth you leave behind create more impact for the people and causes who mean so much.
Shaping your multigenerational legacy
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. Attuned to preserving the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.
See how we helped two exceptional families
Learn about how we worked closely to help two families pursue their goals. We took a team approach to build a unified plan for a family's complex wealth challenges. And we helped a successful family navigate a major liquidity event: the sale of their privately held business.
“In today‘s uncertain economy, you need a team that is proactive, providing a global network of resources.”
— Aaron Fuller, CIMA®
14.2%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Financial Reporting as of 12/31/2022
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
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