Let's move forward. Together

What can you expect from your relationship with us?

An experienced team of Private Wealth Advisors
that offers you comprehensive wealth management skills, the global knowledge of investors and the stewardship of complex family wealth. We believe that as a team of men and women spanning four generations, we have the viewpoint necessary to provide the guidance our clients deserve.

A diversity of perspectives, across markets and experiences.
We are a large team with a range of experience. We have actively managed assets through seven bear markets and six recessions. To us, this diversity makes us stronger, more insightful advisors, as we help successful individuals, family offices and institutions navigate markets for their future generations.

Advice tailored to who you are.
As a multigenerational practice, we understand how clients and their financial priorities and challenges evolve and change over time, with every stage of life. Whatever your age or goals, you can expect advice that is truly relevant to you and your future. We believe that is where value begins.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Sharon Sager, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Defining integrity in Private Wealth Management
With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life

Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is the guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.

Previous experience
- Kidder, Peabody & Co., which was later acquired by Paine Webber Inc. and UBS
- Earlier, a career in fashion and textiles
Accolades, credentials, registrations
- UBS Chairman’s Circle
- Contributor to CNBC‘s “Squawk on the Street,“ “Closing Bell,” andon Barrons.com and WSJ.com
- Certified Investment Management Analyst® (CIMA®)
Education
- B.A., the College of Mount Saint Vincent, Riverdale, NY
Life
- Sharon is chairman of the board of overseers of the Alzheimer’s Drug Discovery Foundation (ADDF).
- She is the secretary of the board of directors of the Careers through Culinary Arts Program (C-CAP).
- She is a Sustaining Angel (SA) of the 100 Women in Finance, a global association of over 13,000 women.
- She is a member of the Economic Club of New York and in the Chairman’s Council of the James Beard Foundation.
- She was an original member of the UBS Small Business Advisory Program, a joint venture with the Clinton Global Initiative.
- She was a former co-chairman and a member of the board of the Women’s Venture Fund.
- Outside of UBS, Sharon enjoys family, cooking, gardening, golf, fine art, and mentoring and sponsoring young women.
- She resides in New York City and Remsenburg, Long Island with her husband.
- Barron’s Top 50 Private Wealth Management Teams, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- The College of Mount Saint Vincent, Riverdale, NY, B.A.,
- Private Wealth Advisor
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting
- Family Office Consultant
1285 Avenue Of The Americas
New York, NY 10019
Hillary Cullen, CFP

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
A thoughtful, quantitative approach to investment advice
As a 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning.

“When delivering the resources of our firm as well as our advice, I’m always guided by integrity and our clients’ best interests.”

Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives.

Previous experience
- Macroeconomic research, ISI (International Strategy and Investments)
- Director and finance manager, Charitable Development, Archdiocese of New York
- Associate, private trust and estate law firm
Designations, registrations and education
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Series 7, 63 and 65 securities licenses
- B.A., mathematics, Wheaton College
Life
- Hillary enjoys cooking, skiing and spending time with family and friends.
- She and her husband live in New York City.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2022, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Wheaton College, B.A., mathematics
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
1285 Avenue Of The Americas
New York, NY 10019
James Coan

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Jim joined UBS Private Wealth Management in 2008 after several years at Deutsche Bank and before that, Prudential Securities. Today, as a Financial Advisor with the Private Wealth team, Perry Molin Group – now ViewPoint Partners, he focuses on providing affluent clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.

Experience
- Deutsche Bank
- Prudential Securities
Education
- B.A., mathematics, Kean College
Life
- Jim lives in Cranford, NJ with his wife and two children.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
1285 Avenue Of The Americas
New York, NY 10019
Aileen Farrell Schruth, CFP, CDFA, CRPC, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Planning advice for all aspects of your financial life
Throughout her career in financial services, Aileen has held a number of roles, and her focus continues to be financial planning. Today, working within the firm’s Private Wealth Management division, she and her colleagues, industry-leading Private Wealth Advisors, serve some of the country’s most successful individuals and families.

“I take care of my clients like I take care of my family—guiding them, planning with them, and helping them uncover possibilities.”

Aileen spearheads the advanced financial planning services for her team, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. In addition to her planning focus, Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers.

Previous experience
- Investment Associate, Smith Barney
- Financial Advisor, Merrill Lynch
- Associate Director, Element Financial Group
Education
- B.A., history, Yale University
Designations, registrations and accolades
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Chartered Retirement Plan CounselorSM (CRPC®)
- 2017 MVP list of Top Women Advisors by NAPA (National Associate of Plan Advisors)
- Series 7, 31 and 66 securities licenses
Life
- Aileen is involved with the next generation board of ADDF, the Alzheimer’s Drug Discovery Foundation.
- She lives in New York City with her husband and two young children.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Yale University, B.A., history
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst
1285 Avenue Of The Americas
New York, NY 10019
J. Loring Swasey Jr.

Senior Vice President

Private Wealth Advisor
View bio
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TX
- UT
- VA
- VT
- WA
- WI
Delivering the historical perspective of seven bear markets and six recessions
As one of the principal Private Wealth Advisors within ViewPoint Partners, Loring provides customized, holistic wealth management advice to help affluent individuals and families invest and plan for their long-term goals and legacy. His primary focus within the team is portfolio management and asset allocation. Having navigated so many market cycles, Loring brings true historical perspective to his relationships, which helps his clients make more informed, less reactive, decisions.

“With almost 50 years of experience behind me, I’m truly passionate about this industry and the difference I can make in my clients’ lives.”

Loring grew up in financial services, having followed in the footsteps of his father. With nearly five decades of experience, his knowledge and passion for this business run deep.

Previous experience
- Kidder, Peabody & Co. (later acquired by Paine Webber Inc., which was later acquired by UBS)
Designations, registrations and education
- A lifelong financial services career
- Certified Investment Management Analyst® (CIMA®)
- Series 3, 4, 7, 12, 24, 53, 63 and 65 securities licenses
- PC-AMEX Put and Call Exam
- B.A., University of North Carolina
Credentials
- Lieutenant, United States Navy
- Navy League of the United States
Life
- Loring enjoys spending time with family.
- He is a member of the Chairman’s Circle of the James Beard Foundation.
- He and his wife live in New York City.
- University of North Carolina, B.A.
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

Sharon Sager, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Defining integrity in Private Wealth Management
With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life

Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is the guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.

Previous experience
- Kidder, Peabody & Co., which was later acquired by Paine Webber Inc. and UBS
- Earlier, a career in fashion and textiles
Accolades, credentials, registrations
- UBS Chairman’s Circle
- Contributor to CNBC‘s “Squawk on the Street,“ “Closing Bell,” andon Barrons.com and WSJ.com
- Certified Investment Management Analyst® (CIMA®)
Education
- B.A., the College of Mount Saint Vincent, Riverdale, NY
Life
- Sharon is chairman of the board of overseers of the Alzheimer’s Drug Discovery Foundation (ADDF).
- She is the secretary of the board of directors of the Careers through Culinary Arts Program (C-CAP).
- She is a Sustaining Angel (SA) of the 100 Women in Finance, a global association of over 13,000 women.
- She is a member of the Economic Club of New York and in the Chairman’s Council of the James Beard Foundation.
- She was an original member of the UBS Small Business Advisory Program, a joint venture with the Clinton Global Initiative.
- She was a former co-chairman and a member of the board of the Women’s Venture Fund.
- Outside of UBS, Sharon enjoys family, cooking, gardening, golf, fine art, and mentoring and sponsoring young women.
- She resides in New York City and Remsenburg, Long Island with her husband.
- Barron’s Top 50 Private Wealth Management Teams, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- The College of Mount Saint Vincent, Riverdale, NY, B.A.,
- Private Wealth Advisor
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting
- Family Office Consultant
1285 Avenue Of The Americas
New York, NY 10019
Hillary Cullen, CFP

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
A thoughtful, quantitative approach to investment advice
As a 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning.

“When delivering the resources of our firm as well as our advice, I’m always guided by integrity and our clients’ best interests.”

Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives.

Previous experience
- Macroeconomic research, ISI (International Strategy and Investments)
- Director and finance manager, Charitable Development, Archdiocese of New York
- Associate, private trust and estate law firm
Designations, registrations and education
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Series 7, 63 and 65 securities licenses
- B.A., mathematics, Wheaton College
Life
- Hillary enjoys cooking, skiing and spending time with family and friends.
- She and her husband live in New York City.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2022, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Wheaton College, B.A., mathematics
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
1285 Avenue Of The Americas
New York, NY 10019
James Coan

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Jim joined UBS Private Wealth Management in 2008 after several years at Deutsche Bank and before that, Prudential Securities. Today, as a Financial Advisor with the Private Wealth team, Perry Molin Group – now ViewPoint Partners, he focuses on providing affluent clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.

Experience
- Deutsche Bank
- Prudential Securities
Education
- B.A., mathematics, Kean College
Life
- Jim lives in Cranford, NJ with his wife and two children.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
1285 Avenue Of The Americas
New York, NY 10019
Aileen Farrell Schruth, CFP, CDFA, CRPC, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Planning advice for all aspects of your financial life
Throughout her career in financial services, Aileen has held a number of roles, and her focus continues to be financial planning. Today, working within the firm’s Private Wealth Management division, she and her colleagues, industry-leading Private Wealth Advisors, serve some of the country’s most successful individuals and families.

“I take care of my clients like I take care of my family—guiding them, planning with them, and helping them uncover possibilities.”

Aileen spearheads the advanced financial planning services for her team, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. In addition to her planning focus, Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers.

Previous experience
- Investment Associate, Smith Barney
- Financial Advisor, Merrill Lynch
- Associate Director, Element Financial Group
Education
- B.A., history, Yale University
Designations, registrations and accolades
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Chartered Retirement Plan CounselorSM (CRPC®)
- 2017 MVP list of Top Women Advisors by NAPA (National Associate of Plan Advisors)
- Series 7, 31 and 66 securities licenses
Life
- Aileen is involved with the next generation board of ADDF, the Alzheimer’s Drug Discovery Foundation.
- She lives in New York City with her husband and two young children.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Yale University, B.A., history
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst
1285 Avenue Of The Americas
New York, NY 10019
J. Loring Swasey Jr.

Senior Vice President

Private Wealth Advisor
View bio
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TX
- UT
- VA
- VT
- WA
- WI
Delivering the historical perspective of seven bear markets and six recessions
As one of the principal Private Wealth Advisors within ViewPoint Partners, Loring provides customized, holistic wealth management advice to help affluent individuals and families invest and plan for their long-term goals and legacy. His primary focus within the team is portfolio management and asset allocation. Having navigated so many market cycles, Loring brings true historical perspective to his relationships, which helps his clients make more informed, less reactive, decisions.

“With almost 50 years of experience behind me, I’m truly passionate about this industry and the difference I can make in my clients’ lives.”

Loring grew up in financial services, having followed in the footsteps of his father. With nearly five decades of experience, his knowledge and passion for this business run deep.

Previous experience
- Kidder, Peabody & Co. (later acquired by Paine Webber Inc., which was later acquired by UBS)
Designations, registrations and education
- A lifelong financial services career
- Certified Investment Management Analyst® (CIMA®)
- Series 3, 4, 7, 12, 24, 53, 63 and 65 securities licenses
- PC-AMEX Put and Call Exam
- B.A., University of North Carolina
Credentials
- Lieutenant, United States Navy
- Navy League of the United States
Life
- Loring enjoys spending time with family.
- He is a member of the Chairman’s Circle of the James Beard Foundation.
- He and his wife live in New York City.
- University of North Carolina, B.A.
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Connecting families to capabilities that matter

UBS Global Family Office

Given the complexity of our clients’ wealth and goals, we work with them to coordinate relationships with the UBS Global Family Office. This centralized platform harnesses the full scope of the firm’s institutional and wealth management resources—UBS traders, investment bankers, analysts and sales teams in every market, asset class and currency to serve the needs of successful families worldwide.

From highly tailored investment portfolios to credit and lending services to advanced legacy, estate and philanthropic planning strategies, the cross-divisional team of Global Family Office specialists accesses the depth and breadth of UBS to support the unique needs of your family and business.

A firm-wide integration of Family Office services

Corporate client solutions

Corporate lending, financing and advisory through all stages of business:

- Early-stage growth capital
- Ongoing funding: debt and equity
- Realizing capital
- Mergers and acquisitions
- Exit via sale or IPO

Investor client services

- Institutional coverage
- Innovative structured solutions
- Access to new equity and debt issues
- Trading platforms including prime services

Private investments

- Access to UBS and third-party proprietary deal flow
- Direct investment opportunities in equity, debt, real estate and special situations

Investment advisory, mandates and investment funds

- Sophisticated tools for strategic asset allocation
- Global research
- Institutional portfolio management capabilities across all asset classes

Financing

- Expertise in complex structured financing
- Capabilities tailored to address investment, cash flow and asset portfolio needs

Wealth services

- Wealth planning and family advisory
- Philanthropy solutions and advisory
- Global conferences and peer networking opportunities

Tailored advice for your financial life and wealth

Advanced Planning
The complexity of your wealth demands a critical understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with our Advanced Planning specialists, we’ll evaluate how changes in the legislative and tax landscape might impact your wealth and develop appropriate strategies for protecting it.

Family Advisory and Philanthropy Services
Ultra high net worth families require both a strategic and sustainable approach to managing their wealth for continuity. Working with this team of specialists, we’ll take a systematic approach that extends beyond the purely financial to include wealth transfer, family governance, family office governance and family business succession.

Portfolio Advisory Group
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation approach and portfolios designed to address your specific needs.

Tailored financing solutions
Through the extensive UBS Banking platform, you can gain access to innovative credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized financing solutions for private aircraft, art and other passions.

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Let's talk

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Let's move forward. Together

ViewPoint Partners

What can you expect from your relationship with us?

Pursuing your goals together

Sharon Sager, FOC

Hillary Cullen, CFP

James Coan

Aileen Farrell Schruth, CFP, CDFA, CRPC, CPWA

J. Loring Swasey Jr.