Objective advice. Trusted relationships.

Boston skyline

We recognize and appreciate the determination, sacrifice and discipline required to build substantial family wealth.

We believe every family, looking at the next generation, hopes to impart advantages that are more than just material and financial. Investment advice is fundamental to our relationship. However, we look beyond our investment philosophy to a bigger vision: Helping to preserve your family’s wealth, and sustaining your family’s legacy and values for generations to come.

Count on us to:

  • Provide investment discipline and planning strategy that adhere to your life goals
  • Deliver high-touch service for all aspects of your life, beyond investing
  • Advise on investment and legacy planning unique to international clientele
  • Engage each generation of your family, domestically and internationally

We are very involved in the lives of our clients. We’re often the first call they make when facing important life decisions. Relationships like this are built on trust.

- Jessica Jun Guo

Private Wealth Management

Father and son

Financial planning


Investment management

Personal service

Specific guidance for non-U.S. residents

The Guo Group at UBS is dedicated to providing world-class investment management and comprehensive wealth planning to clientele that live within the United States as well as internationally.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager