$6.9 trn
UBS Group invested assets
As of 10/29/2025
At the Montenegro Group, we act as trusted advisors to accomplished executives, entrepreneurs and institutions, to simplify and execute comprehensive, multi-generational wealth management. Often an event, such as the sale of a business, achieving a new category in a high-level corporate structure, or life event, will prompt the need to add additional thinking.
With the resources of a global leader in Wealth Management Solutions and decades of experience in financial planning, we strive to eliminate the financial “noise” that hinders sound, decision-making and support collaborative efforts with you and your trusted advisors to build long-standing, meaningful relationships.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
