Your future. Your legacy.

All the services you need under one roof

Families with significant wealth, like yours, demand a flexible, customizable investment platform, along with a broad array of family office-like services where the highest priority is placed on building confidence in their financial professionals. Our dedicated team organization can bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Our promise is to serve you in three essential ways:

We will help guard your family against potential exposure to unnecessary risk. Seeking preservation of capital and keeping your family’s confidence and trust are our highest priorities.

We will serve as your “brain trust” providing financial advisory services that foster collaboration and explore how best to support, educate and advise future generations.

We will help you implement and execute transactions based on your family’s wealth management strategy in compliance with industry rules and regulations, always putting the client’s interests first.

A flexible structure for your sophisticated needs

Our family office-like services can help organize and manage your entire financial life.

We will work closely with your family to:

Create a comprehensive wealth strategy designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations

Coordinate a wide range of wealth preservation services, including investment management, accountancy, estate and philanthropic planning strategies.

Provide a clearly articulated, efficient family governance framework for investment decision-making as well as family legacy and business leadership succession.

Deliver concierge services that include access to banking, trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.

Help ensure confidentiality and privacy for all family members, in order to protect the family’s interests and manage numerous risks.

Comprehensive investment management

With direct access to the global resources and open platform of UBS, we offer timely perspectives, customized investment management and a fully integrated suite of financial solutions. Our team provides investment strategies tailored to your family’s needs and objectives.

Personalized portfolio management. With a focus on customized solutions, our team provides a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks.

Prudent asset allocation. Through our comprehensive due diligence and planning process, we determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that supports your comprehensive plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Personal attention for simplifying your life

We bring together a boutique office consisting of a team dedicated specifically to your needs with the global resources of one of the world’s largest wealth management firms. Count on us to be:

Collaborative. Our team works closely together, providing regular contact that keeps you informed.

Accessible. Responsive and quick to resolve any issue, we’re here for you for every need, large or small.

Confidential. We build client trust by being discreet and by ensuring confidentiality.