Your ambitions. Your values. Your legacy.

UBS is with you. Watch how.
  • $ 100 trillion+

    is expected to change hands over the next quarter century1

The greatest transfer of wealth in human history is underway. It’s changing hands and changing meaning, shaped by a new generation with new purpose, values and vision of the future.

This new era of wealth is defined by what you do with it, who you become because of it and the legacy you choose to leave. At UBS, we’ll help you define what it means for you.

Hear from our experts on how today’s new faces are rewriting the rules of wealth

 

Inheritors

Challenging old assumptions

See how UBS is helping clients meet the challenges of our times.

We're well positioned to give advice in all the different ways that wealth is now being created.

– Bill Carroll

 

Women

Controlling more wealth

Money is moving. And the opportunities for women are enormous.

Nobody knows your life better than you do. A Financial Advisor can help you bridge any gaps.

– Carey Shuffman

 

Entrepreneurs

Engines of wealth creation

Preparing for business transitions can mean challenging choices.

Entrepreneurs have more access to information and advice than at any time in human history.

– James Jack

UBS Financial Advisors bringing clarity and confidence

Whether you’re building, transitioning or redefining your wealth, having the right guidance can make all the difference. A UBS Financial Advisor helps bring crucial guidance to these pivotal moments. We don’t believe in prescribing a single path. We believe in understanding yours.

Connect with a UBS Financial Advisor

1,128

UBS Wealth Advisors ranked in Forbes Best-in-State Wealth Advisors 2026 list

Forbes Best-in-State Wealth Advisors 2026

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

213

UBS Financial Advisors named in Barron’s Top 1,500 Financial Advisors, 2026 list

Barron’s Top 1,500 Financial Advisors 2026

The Barron's rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

17

UBS Women Advisors ranked in Forbes America’s Top Women Wealth Advisors 2026 list

Forbes America’s Top Women Wealth Advisors 2026

The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12-month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

1 Cerulli, 2024-25

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 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, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary,(PDF, 136 KB) or ask your UBS Financial Advisor for a copy.