Connections to help your family and legacy flourish

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

At UBS, we believe it’s all about connection. For more than 160 years, we’ve connected multigenerational families and family offices to firmwide experts, thought leaders and premier solutions to create meaningful legacies.

Personalized advice for multigenerational families

Connect to Advisors who understand you

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.

See our road map on planning for the sale of businesspdf, 12 MB

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.

Read our research on succession planning

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.

Gain insights into differerent family office structurespdf, 2 MB

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.

Equity compensation: personal, investments, tax dimensionspdf, 505 KB
John Mathews Divisional Director UBS Private Wealth Management
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, Ultra High Net Worth Client Solutions UBS Wealth Management 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

Customized wealth planning solutions

Connect to solutions that move you forward

Access to specialized knowledge centers

As a UBS Private Wealth Management client, you can tap into our centers of excellence, benefiting from some of the most innovative thinking and solutions available.

  • Protect your wealth with advanced estate planning solutions

    Former practicing estate planning and tax attorneys provide you with comprehensive planning and sophisticated advice and education.

    Learn more about Advanced Planning

  • Navigate pitfalls and opportunities across your family enterprises

    Our team of specialists works exclusively with families and family offices with a minimum net worth of $100 million across their businesses, family offices, philanthropic structures and interests.

    Learn more about Family Office Solutions

  • Create a legacy for your family’s future success across generations

    Senior strategists provide advice to help families flourish for generations, through intentional communication, intergenerational wealth transitions, family governance, philanthropic legacies and more.

    Learn more about Family Advisory and Philanthropy Services

  • Unlock business opportunities across UBS globally

    A dedicated team sources cross-divisional business opportunities between the Investment Bank, Asset Management and Wealth Management divisions while driving collaboration and partnering.

    Learn more about OneBank Coverage

  • Gain priority access to institutional family office services

    A joint venture between UBS Investment Bank and Wealth Management USA, our team acts as a resource for institutional family offices, providing priority access to product specialists, intellectual capital and events across the globe.

    Learn more about Global Family and Institutional Wealth

  • Maximize your potential wealth with customized portfolios

    Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.

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Specialized insights to guide your wealth decisions

Connect with thought leaders who enlighten you
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UBS 2025 Planning Guide

Our comprehensive reference guide can help you navigate a complex tax landscape throughout the year.

quarterly report beside a coffee mug

UBS Family Office Quarterly

Our quarterly publication presents insights to help executives excel and to advance the family office industry

UBS Global Entrepreneur Report 2025

Our new report distills the views of some of today’s brightest business innovators across their industries, business and personal wealth

Family celebrating together with sparklers

UBS Billionaire Ambitions Report 2024

Now in its 10th edition, this study features insights into key trends among billionaires over the last decade.

Cover of Family Office Journal with mountains and meadow flowers

UBS Family Advisory Compass

Explore insights and best practices from decades of experience helping multigenerational families create success.

Art and collecting

Gain guidance to navigate the pitfalls that can arise in building a meaningful art collection of lasting value. 

Celebrating 25 years of impact

Learn how the UBS Optimus Foundation is driving meaningful change in health, education, climate and the environment.

Ariel view of boat floating on river by trees

The power to scale impact

Our new primer shows how blended finance can raise funds to drive change at scale where it’s needed most by combining philanthropic or public funding with private capital. 

Exclusive events and networks

Connect with people and passions that inspire you through our networks and communities

  • Global Philanthropists Community

    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

  • Emerging Successors Community

    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.

     

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