$5.9+ trn
UBS Group invested assets
As of 06/30/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
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.
The benefits of establishing shared financial goals
As life expectancies rise, effective retirement planning is essential for long-term financial security. For couples, this means coordinating retirement savings to maximize benefits together.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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