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.

We specialize in working with non-U.S. residents who have financial assets in the U.S. and/or who would like to create a legacy for their heirs in the U.S. As such, the team is well-versed in estate planning strategies and investment solutions unique to international clientele.

Our team members are highly credentialed, including Private Wealth Advisor designation. In addition, members of the team speak fluent Mandarin, Cantonese and Shanghai dialects. 

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager