Why UBS Private Wealth Management?

When you create or inherit significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter your goal?

At UBS Private Wealth Management, we believe it’s all about access. For more than 160 years, we’ve connected multigenerational families and family offices to firmwide experts, thought leaders and premier solutions.

Our Private Wealth Advisors are here to guide you in your wealth decisions and in creating the legacies you envision. 

Find a UBS Private Wealth Advisor near you

Wealth planning customized solutions

Connect to solutions that move you forward.
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We offer wealth and estate planning to help you craft your legacy.

  • Advanced trust and estate planning strategies
  • Income tax strategies
  • Cash flow analysis
  • Business succession planning
  • Family wealth transitions
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We offer customized investing strategies and portfolio management to help you grow and protect your wealth.

  • Global markets research
  • Sustainable and Impact investing
  • Structured solutions
  • Alternative investments
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We offer access to loans and tailored financing solutions.

  • Securities-backed lending
  • Private, restricted and concentrated stock lending
  • Complex asset lending
  • Early-stage growth capital
  • Direct investments in equity, debt, real estate
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Benefit from our extensive experience in planning across family enterprises.

  • Family governance and family meetings
  • Multigenerational financial education and stewardship
  • Family office design and structure
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Whether you’re looking to make a difference now or leave a legacy for generations, we can help.

  • Charitable giving
  • Strategies to maximize philanthropic impact
  • Venture philanthropy
  • Results-driven initiatives through the UBS Optimus Foundation

Personal wealth management centered on you

Connect to Advisors who understand you
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Founders and entrepreneurs

Whether you’re building, acquiring or leaving a business, we help you develop a personalized strategy that addresses a range of objectives, collaborating with experts across UBS globally.

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Multigenerational families

From family enterprises to family foundations, you will find the specialized knowledge and understanding of complex family dynamics required to manage wealth spanning many generations.

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Family offices

Family offices are as different as the families they serve. We bring deep experience in helping family offices coordinate investment management and planning across family enterprises and philanthropic structures.

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Corporate executives

From executing stock options or selling shares within a corporate window, we understand the complexities of executive wealth and offer strategic planning throughout your career and beyond.

John Mathews Head, Private Wealth Management Americas
We serve individuals and families through a consistent and proactive approach that leverages the full range of UBS businesses and resources worldwide.
John Mathews
Head, Private Wealth Management Americas

linkedin Follow John on LinkedIn

Jennifer Gabrielli Head, UHNW Solutions Group, Americas & Head, Unified Global Banking, Americas
We bring a different level of advice to address every dimension of our clients’ lives—investments, business, passions and legacy.
Jennifer Gabrielli
Head, UHNW Solutions Group, Americas &
Head, Unified Global Banking, Americas

linkedin Follow Jennifer on LinkedIn

Specialized knowledge centers

Our centers of excellence provide innovative thinking and solutions to help protect your wealth, unlock business opportunities, maximize your potential wealth and create an enduring legacy.

Leading insights to guide your wealth decisions

Connect with thought leaders who enlighten you
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UBS Billionaire Ambitions Report 2025

Discover how a fresh wave of billionaires is shaping wealth

Exclusive events and networks

Connect with people and passions that inspire you through our networks and communities
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Connect with others who share similar passions, exchange expertise and access solutions that enable you to make a difference, including:

  • Insights from curated and exclusive content
  • Meaningful gatherings online and in-person
  • Access to vetted UBS Optimus Foundation programs and opportunities to join giving circles
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An exclusive, global network for young adults to develop their wealth management knowledge and leadership skills through:

  • Opportunities to acquire and hone skills to take the next steps on their personal and professional journey.
  • A network of like-minded peers
  • Access to curated content, insights and top themes by experts, practitioners, thought leaders and peers.

Frequently asked questions

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Get in touch

Together, we can help you pursue what’s important

Are you a client?

Become a UBS client

UBS Optimus Foundation is a global network of separately organized and regulated tax-exempt charitable organizations founded and managed by UBS that engage in a broad range of charitable and philanthropic activities around the world.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

Important information about brokerage and advisory services.. 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 you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary.

Securities-backed loans, mortgages and deposit products are available from UBS Bank USA – Member, FDIC. NMLS no. 947868. UBS Bank USA is a subsidiary of UBS Group AG.

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.

Private Wealth Management is a division within UBS Financial Services Inc. 

Expiration date: 9/30/2025 Review code: 3870833