Comprehensive solutions for your sophisticated needs

Significant wealth requires an institutional approach

Whether it’s investment strategy guidance and execution, access to institutional capital markets or investment capabilities, we offer a relationship with UBS Global Family Office Services, which combines true wealth management with institutional level service and access.

With a dedicated team of UBS specialists who are experienced in family office requirements, you receive:

Access
Customized institutional offerings and wealth management services

Connectivity
An extensive peer network of like-minded families to exchange insights, share experiences or gain new perspectives

Opportunity
Highly customized solutions designed to align with each dimension of your wealth and life

Your needs drive the solution

We help corporate executives, business owners and entrepreneurs manage specific aspects of their financial world. From balance sheet management for a general partnership executive to the organization of a trust and estate plan, we design strategies that are completely aligned with your goals and circumstances.

When it comes to meeting the comprehensive wealth management needs of affluent individuals, we address every family financial issue ranging from investing to tax planning and advanced wealth planning. Some of our clients view us as their ”financial quarterback,” looking at the bigger picture of their finances and coordinating all the moving parts of their plan.

Our clients mean everything to us. In every interaction, we focus on exceptional service that is tailored to you. In addition, we build strong relationships with your other professionals, including your tax and legal advisors, so every aspect of your financial world is working together.

Our wealth management process provides a clear framework that is designed to evolve with your changing life

It all starts with a plan
Frequently, we start the planning conversation with this question: If something were to happen to you tomorrow, do you have a plan for your family to move forward? Only with thoughtful planning can we help ensure that all the pieces of your financial life come together.

Tailored solutions
As dedicated Private Wealth Advisors, we provide access to a broad range of services and opportunities reserved for sophisticated clients. We work with you to design and execute customized investment strategies, drawing on the resources of all our businesses.

We offer customized solutions from across all of UBS Private Wealth Management, including:
Specialized lending, Trust and estate planning strategies, Business succession planning, Liquidity management, Investment banking, Open architecture investment platform