Why UBS

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 our clients to firmwide experts, thought leaders and premier resources that have helped their legacies flourish.

Personalized advice

Connect to Advisors who understand you

When it comes to caring for your family over generations, the business you’ve built and the legacy you hope others will remember, it’s important to have a team you can trust to guide you forward. UBS Private Wealth Advisors are prepared to take that journey with you today, tomorrow, every step of the way.

Whether you’re building, acquiring or leaving a business, your Private Wealth Advisor can connect you to the expertise and resources you need. Collaborating with experts across UBS, we help you develop a personalized strategy that addresses a range of objectives.

  • Pre- and post-sale liquidity strategies
  • Financing opportunities
  • Business succession planning
  • Business community networking
  • Estate and tax planning considerations

From family enterprises to family foundations, managing wealth spanning many generations requires specialized knowledge and an understanding of complex family dynamics. Your Private Wealth Advisor has the experience and strategies to help address these challenges.

  • Wealth preservation strategies
  • Estate planning strategies
  • Family governance and rising gen education
  • Business community networking
  • Legacy planning
  • Philanthropy

From executing stock options or selling shares within a corporate window, we understand the complexities of executive wealth—and the potential tax consequences if it’s not managed thoughtfully. Your Private Wealth Advisor brings discipline and strategic planning during your wealth building years and when the time comes to transition out of corporate life.

  • Equity awards management
  • Liquidity management
  • Risk management
  • Life Transitions

Specialized insights

Connect with thought leaders who enlighten you

Your life and priorities are multidimentional. Private Wealth Advisors understand how each can impact the others—not only today but for years and generations to come. That’s why we curate the best insight and opportunities for each need and intention.

Customized solutions

Connect to solutions that move you forward

Private Wealth Advisors connect you to an incomparable range of capabilities and solutions. Collaborating with UBS teams of experts and specialists—the firm’s deepest centers of local and global knowledge—they customize strategies and a bespoke long-term plan that reflects who you are and all you want to accomplish.

Customized solutions

Full spectrum wealth management

You have access to the depth of resources you need across all dimensions of your financial life, whether related to your business, family or legacy.

  • Wealth and legacy planning
  • Investing
  • Lending strategies and liquidity management
  • Family enterprise
  • Philanthropy

Wealth planning

Wealth and legacy planning

  • Trust and estate planning strategies
  • Income tax strategies
  • Cash flow analysis
  • Business succession planning
  • Family wealth transitions

Investing

Investing

  • Global markets research
  • Portfolio management
  • Sustainable and impact investing
  • Structured solutions
  • Alternative investments
  • Direct investments in equity, debt, real estate

Lending strategies

Lending strategies and liquidity management

  • Securities-backed lending
  • Private, restricted and concentrated stock lending
  • Complex asset lending
  • Early-stage growth capital

Family enterprise

Family enterprise

  • Family governance and family meetings
  • Multigenerational financial education and stewardship
  • Family office design and structure

Philanthropy

Philanthropy

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

Our specialized knowledge centers

By tapping into the deep intelligence within our centers of excellence, you benefit from some of the most innovative thinking and solutions available.

Collaborative connections

Connect with people and passions that inspire you

Your relationship with UBS Private Wealth Management connects you to a network of like-minded peers, a community where you can discover mutual interests and build important relationships with entrepreneurs, investors, innovators, academics, scientists and philanthropists across the globe.

Networks

Global Philanthropists Community

For philanthropists with similar interests to collaborate, exchange knowledge and create greater impact

Collectors Circle

For collectors and cultural philanthropists with the shared ambition to create a cultural legacy

A consistent record of excellence

We are honored to be recognized year over year for our exceptional service and breadth of expertise in serving wealthy individuals and families all over the world.

Euromoney Private Banking & Wealth Management Survey, 2022

#1 in Philanthropic Advice

#1 in ESG/ Sustainable Investing

Connect with us

Our Private Wealth Management offi ces are located in various cities throughout the US. If you would like to explore how Private Wealth Management may serve you and your family’s needs, please contact one of our offices.

John Mathews

Managing Director Head,
Private Wealth Management
and Ultra High Net Worth
Wealth Management USA
+1-212-713-9800

Chris Amo

Market Head – New York

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Julie Fox

Market Head – Northeast

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Michael Gatewood

Market Head – Midwest

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Lane Strumlauf

Market Head – Southeast

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Tom Stacy

Market Head – Texas Rockies

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Todd Locicero

Market Head – West Coast

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