$3.9 trillion
In invested assets globally
As of 12/31/2022
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:
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.
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.
$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