Wise River Advisors
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Stewardship for your enduring family

Wise River Advisors

Collaborating with the UBS Family Office Solutions Group, our team brings both thought partnership and financial stewardship to select families throughout the country. Drawing from all disciplines, the Family Office Solutions Group is an accomplished team of specialists a dedicated solely to helping prominent families address virtually every aspect of their life’s ambitions. Together, we strive to bring the best of UBS insight and expertise to our exceptional clients—helping them explore highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions.

Structured solutions
Bespoke, cross-asset investment strategies for growth and yield enhancement, and tailored over the counter derivatives solutions for risk management and liquidity of concentrated equity positions, or hedging and speculation.

Alternative investments
Global platform of non-traditional strategies and structures curated via a rigorous, robust and repeatable investment process across the liquidity spectrum.

Tailored lending
Customized financing solutions secured by various asset classes including traditional securities, UpReit operating units, private stock and hedge funds—in certain cases Unsecured Credit Facilities are used to help meet liquidity needs.

Income tax strategies
Dedicated internal income tax specialist and streamlined access to a premier global accounting firm with sophisticated tax preparation and tax planning capabilities.

UHNW Chief Investment Office
Investment expertise covers all key markets and asset classes and includes input from external investment thought-leaders to form the investment House View.

Direct investments
Priority access to a universe of global direct investment opportunities across a broad range of sectors, regions, asset classes and structures, typically only available to institutional investors.

Portfolio advisory
Customized, institutional-level multi-asset portfolio mandates to meet targeted risk profiles and specific objectives of our clients.

Trust and estate planning strategies
Comprehensive planning, advice and education on complex planning topics including estate planning, tax minimization, charitable giving and business succession.

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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