Connect to a world of insight and opportunity

Within our Private Wealth Management division, our team is committed to delivering the full depth and breadth of UBS platforms and solutions, global expertise and market intelligence to truly advocate for you and your family 

Family and philanthropic advisory reaches across generations. Working with our team of specialists, we take a thoughtful approach to wealth transfer, family governance and philanthropic strategies. We facilitate meetings and remain actively involved in providing education, communication and events to help prepare the next generation for financial responsibility.

For select family office clients, we offer the perspective and recommendations from our Family Office Solutions team. These specialists work in concert with one another, across their respective disciplines. Their highly bespoke opportunities, holistic advisory solutions and signature thought leadership reflect keen insight born from countless conversations with prominent families.

From growing your net worth, to preserving and transferring it to the next generation, we believe that even your most complex wealth goals can best be achieved through a well-integrated, well-implemented plan. Our disciplined planning process enables us to look at all aspects of your financial life, identify your goals and address your concerns. With this understanding, we can then recommend an investment strategy designed to pursue your financial goals and objectives.

– Estate planning strategies

– Retirement planning

– Corporate executive services

– Philanthropy

– Education planning

– Long-term care planning

– Investment management

– Banking and lending solutions

– Liquidity event management

– Corporate retirement plans

– Multigenerational relationships spanning decades

– Concentrated stock positions

Our group has often been asked to provide second opinion reviews of our new clients’ poorly performing portfolios. In many cases we have successfully restructured these portfolios to improve risk-adjusted returns. We use time-tested techniques to create durable, reliable portfolios designed to create and preserve wealth. We’re not afraid of benchmarks, we strive to meet or exceed them.

For many of our clients, concentrated stock positions have contributed to their significant wealth. Your plan will also address these assets, and through diversification and other customized strategies, help you maximize their value today and for the future.

What is the best way to pass on my wealth—and my values—to my children? How do I educate my children about financial responsibility? These are just a few of the many questions we can help answer. Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations.