$7 trn
UBS Group invested assets
As of 12/31/2025
Private Wealth Management
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.
Private Wealth Management is a division within UBS Financial Services Inc.
Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
An overview of philanthropic strategies and their impact to help you evaluate different options.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
The 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.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
