Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate your particular financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate deep resources and expertise from across the firm, including the Investment Bank and Asset Management divisions. 

With a view to an enduring relationship with families and their advisors, we focus our experience and advice in helping you solve any challenge and pursue the opportunities that best serve you, your business and family, now and in the future. 

For all you want to accomplish, we bring you tailored solutions, innovative opportunities and a disciplined approach to managing your investments. 

Always with an eye to how your investments fit into your broader vision for what you want your wealth to achieve, we can customize an investment plan that meets your unique needs and goals, including:

• Portfolio strategy and asset allocation
• Alternative investments
• Private investments
• Concentrated stock services
• Stock option strategies, restricted securities
• Customized performance reviews and consolidated reporting

Staffed by former estate planning attorneys, our Advanced Planning Group provides highly specialized guidance and education on a diverse set of sophisticated needs, from charitable planning to income and transfer tax planning.

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Providing advice and solutions on topics critical for families to flourish for generations, the Family Advisory and Philanthropy Services (FAPS) serves as a thought-partner to families of exceptional financial success. 

Topics include intentional communication and decision-making, generational transitions, family wealth education, family governance, and creating meaningful philanthropic legacies to maximize impact locally, nationally and globally.

The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}