Your family. Your future.

The lives of today’s wealthy families are complex. Our goals- based approach to planning is based on an understanding of the challenges you face throughout life’s important personal and business milestones.

• Working with your whole family. Our team helps you navigate the intersection of family, business, finance and legacy by building strategies that serve current generations and yet flexible enough to meet the needs of future generations.
• Educating the next generation. By offering financial education to each generation, we help address family issues ranging from wealth transfer and preservation strategies to philanthropic pursuits.
• A key focus on philanthropy. Our advice addresses tax- efficient investment strategies, your current charitable goals and contributions and access to local organizations.

_{Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.}

Our family office services can help organize and manage all aspects of your financial world. We provide a dedicated organization to bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

• Delivering concierge services. You will have important access to private banking, private trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.
• A family governance framework. A clearly articulated, efficient family governance framework helps to focus investment decision making, as well as family legacy and business leadership succession.
• Ensuring confidentiality and privacy. For every family member, confidence in your financial professional is essential. With full discretion, we help you protect your family’s interests and manage numerous risks.

_{Trust services are provided by third-party banks and trust companies. Trust investments are not deposits or other obligations of, or guaranteed by UBS AG or any of their affiliates. Trust investments involve investment risks, including possible loss of the principal.}

With direct access to the global resources and open platform of UBS, our team offers timely perspectives, customized investment management and a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.

• Discretionary portfolio management. With a focus on customized solutions, we can provide 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 relevant benchmarks.
• Prudent asset allocation. Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
• The benefits of our professional relationships. UBS’s extensive history of working with affluent families provides our team with insights and understanding into the complexities of wealth. Should your needs require, we have established relationships with these select UBS partners:

– UBS Investment Bank

– UBS Private Bank

– Advanced Planning Group

– Portfolio Advisory Group

– Global Family Office

When planning your estate or building your legacy, we can work with you and your tax and legal advisors to develop tax-advantaged solutions so that the people and causes that are important to you receive the greatest benefit.

• Your estate. Estate planning takes into account a range of potentially complex tax issues, gifting guidelines, business succession strategies, insurance and trust and philanthropic vehicles.
• Philanthropy. We can assess your current charitable goals and integrate philanthropy into your overall financial plan. We will work with you and your family members to effectively execute your philanthropic mission.
• Helping to safeguard multigenerational wealth. When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy for each generation.

_{Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.}

By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships. Responsive and attentive, our team provides a flexible communication plan specific to your schedule.

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:

• Proactive–by understanding all aspects of your life, we can help anticipate needs, spot issues and reduce risk
• Accessible–responsive and quick to resolve any issue, we’re here for you for every need, large or small
• Collaborative–our team works closely together, providing regular contact that keeps you informed