Wealth protection
Our team views your retirement goals and your family’s future as the components of a complete and integrated strategy:

• Retirement income planning
• Estate planning coordination
• Life and long-term care insurance
• Asset-based lending

Wealth enhancement
We’ll help determine how best to put your wealth to work and reduce the cost of liabilities where appropriate:

• Comprehensive wealth planning
• Asset allocation strategies
• Portfolio rebalancing
• Tax-efficient investing

Wealth transfer
We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner:

• College funding strategies
• Legacy planning
• Trust services
• Business succession planning

Charitable giving
Many of our clients are passionate about philanthropy and rely on us to help them achieve their specific estate, legacy planning and charitable giving goals:

• Charitable giving strategies
• Foundation supervision and setup
• Donor-advised funds

A lifetime investment strategy
We are committed to building long-lasting relationships so we monitor and adjust your plan to make sure your investment strategy keeps up with your life. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.

Asset allocation based on your goals
Our team works with you to determine an asset allocation strategy appropriate to your goals. We are prudent and disciplined, offering an open platform of investment solutions so we can hone in on what’s most appropriate to your retirement goals.

Managing risk for the long term
By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Customized client experience
We offer personalized contact, individual touch points and ongoing reviews. Responsive and attentive, we provide a flexible communication plan specific to your needs and schedule.

A network of professionals
We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we can work closely with your team of accountants and estate attorneys, leading the effort to develop one integrated approach.

Long-range impact on each generation
Our approach is simple: If people and causes are important to you, they are important to us. We help you address every family issue ranging from wealth transfer and preservation strategies to philanthropic pursuits. With a deep understanding of the connections between wealth and family, we’re committed to having a multigenerational impact on your life.

Our team is well-positioned to provide financial planning to help senior executives get the most from their equity incentive program by integrating it with their overall wealth management strategy. We can help executives:

• Understand the company compensation and benefit plans in context of their overall wealth management strategy
• Determine short- and long-term financial goals
• Develop a long-term financial plan addressing retirement, estate, taxes, insurance and investment management