Atlanta Private Wealth Management

The purposeful legacy

This is where we live too.

We have deep roots in the Southeast, particularly in Tennessee, North Carolina and Georgia. Our goal has always been to serve the sophisticated needs of families and individuals like yours to help build and preserve your success. We believe no two individuals or families are alike and tailor our approach to your specific needs so you can pursue your life's goals to the fullest.

A commitment beyond wealth.

  • 150-year heritage in helping you transform your success into a lasting legacy
  • Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
  • Resources for educating your children about the responsibilities of wealth
  • Insights and experience to enrich every aspect of your life.

You’re in great company— UBS is one of the world’s largest wealth managers.

UBS AG (Euromoney awards)

Best Global Private Bank
2018, 2017, 2016, 2014

Best Services for Philanthropy and Social Impact Investing
2018, 2017, 2016, 2015

Best Family Office Services
2018, 2017

Best Services for Succession Planning Advice and Trusts

2018, 2017, 2016, 2015

Best Bank for Wealth Management in North America
2017

Best Global Wealth Manager
2017, 2016, 2015

The Euromoney awards were independently determined and awarded by the Euromoney editorial team. UBS did not pay a fee in exchange for these awards. For more information on a particular award, please visit  ubs.com/us/en/designation-disclosures.

Boutique experience for the attention you deserve.

Your team is dedicated to serving only a select few families to ensure you have the personal touch and service level you expect. Through your team you’ll have access to the firm’s global experience and financial strength to help meet all your sophisticated needs.

Deep community involvement.

We take pride in the community we live and work in and believe that a strong community ensures a brighter future for all. That's why we are deeply involved in local charities and other educational and civic organizations to help make our community the best it can be.

Working together to help you pursue what matters most.

Significant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s financial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can  help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the  confidence to fund short-term needs regardless of the markets, and helps reduce the  likelihood of making impulsive investment decisions during periods of market volatility. 

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

To help improve the lives of others

This strategy includes the resources you’ll need over the course of  your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than  trying to outperform the markets.

  • Retirement
  • Healthcare and long-term expenses
  • Second home

Legacy

To help improve the lives of others

This strategy includes all of the resources for needs that go  beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Al investments involve the risk of loss, including the risk of loss of the entire investment.

Leadership

Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.

Robert Karem

Market Head
Private Wealth Management Atlanta

3280 Peachtree Road NE
Atlanta, GA 30305
robert.karem@ubs.com
404-479-6001

Robert has more than 30 years of experience at UBS. He has been part of the field leadership as well as served as a senior executive in the home office. He received the UBS Edward J. Connolly Leadership Award in 2006 and helped open the Atlanta Wealth Management offices in 2007. Robert holds a B.A. from Tulane University and is active in various community and charitable organizations.

Let’s start a conversation.

Your goals and aspirations, your family and business, the legacy you want to leave behind—these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family’s needs, please contact us. And experience the UBS difference.

Start a conversation

UBS Financial Services Inc.

3280 Peachtree Road NE
Atlanta, GA 30305
404-479-6001

UBS Financial Services Inc. regional offices

Charlotte

13024 Ballantyne Corporate Plaza
Charlotte, NC 28277

Nashville

3102 West End Avenue
Nashville, TN 37203

Memphis

6070 Poplar Avenue
Suite 400
Memphis, TN 38119