You. Connected.

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.

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 business(PDF, 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 structures(PDF, 10 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 dimensions(PDF, 505 KB)

We bring a different level of advice to address every dimension of our clients’ lives—investments, business, passions and legacy.
Jennifer Gabrielli
Head, Ultra High Net Worth Client Solutions
UBS Wealth Management Americas
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

Access to specialized knowledge centers

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

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 insights and opportunities for each need and intention.

Global Family Office Report 2022

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. The latest edition focuses on 221 of the world’s largest single family offices, representing a total net worth of USD 493 billion.

Family Matters: Family-Focused Family Office

How to put family members at the center of the family office to achieve better outcomes.

See our insights

Living your legacy

Podcast series by UBS Family Advisory and Philanthropy Services. We believe a legacy is built over a lifetime; it’s defined by how we spend our time and who we spend it with.

See the list of available podcasts(PDF, 442 KB)

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.


Industry Leader Network

Connections to like-minded entrepreneurs and access to unique business insights matter more than ever. Our network connects you to other members through:

  • Content-rich events
  • A dedicated digital platform
  • Regular information exchanges

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

Collectors Circle

Collecting can be both fascinating and challenging. Bringing together collectors from around the world helps spark inspiration and shape your cultural legacy through:

  • Global connections-personal introductions to other collectors with shared interests
  • Insights-access the expertise of other members through our interactive forum

Customized solutions

Connect to solutions that move you forward

Private Wealth Advisors connect you to an incomparable range of capabilities and solutions. By 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.

Connect with us

Our Private Wealth Management offices 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.

East coast

Christopher DiMuria

Manhattan Market


Jim Ducey

Greater Boston Market


Julie Fox

Philadelphia / D.C. Market


Brad Smithy

Florida Market


Lane Strumlauf

Southeast Market


West coast

Lauren Gorsche

Los Angeles Market


Todd Locicero

San Francisco Market



Michael Gatewood

Chicago Market


Mitch Markley

Colorado Market


Tommy Stacy

Texas Market