Why UBS Private Wealth Management?
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
Find a UBS Private Wealth Advisor near you
Wealth planning customized solutions
We offer wealth and estate planning to help you craft your legacy.
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
We offer customized investing strategies and portfolio management to help you grow and protect your wealth.
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
We offer access to loans and tailored financing solutions.
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
Benefit from our extensive experience in planning across family enterprises.
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
Whether you’re looking to make a difference now or leave a legacy for generations, we can help.
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
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.
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.
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.
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.
We serve individuals and families through a consistent and proactive approach that leverages the full range of UBS businesses and resources worldwide.
Head, Private Wealth Management Americas
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We bring a different level of advice to address every dimension of our clients’ lives—investments, business, passions and legacy.
Head, GFIW & UHNW Advisory Americas
Head, Unified Global Banking Americas
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Specialized knowledge centers
Leading insights to guide your wealth decisions
UBS Family Office Quarterly
Insights for family office success
Exclusive events and networks
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
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
Get in touch
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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.
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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: 9/30/25 Review code: 3870833