UBS Private Wealth Management
You. Connected.
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.
Connect to Advisors who understand you
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
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
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
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
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 bring a different level of advice to address every dimension of our clients’ lives—investments, business, passions and legacy.
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.
Head, Private Wealth Management Americas
Access to specialized knowledge centers
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.
Protect your wealth with advanced estate planning solutions
Former practicing estate planning and tax attorneys provide you with comprehensive planning and sophisticated advice and education.
Maximize your potential wealth with customized portfolios
Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
Create a legacy for your family’s future success across generations
Senior strategists provide advice to help families flourish for generations, through intentional communication, intergenerational wealth transitions, family governance, philanthropic legacies and more.
Navigate pitfalls and opportunities across your family enterprises
Our team of specialists works exclusively with families and family offices with a minimum net worth of $100 million across their businesses, family offices, philanthropic structures and interests.
Unlock business opportunities across UBS globally
A dedicated team sources cross-divisional business opportunities between the Investment Bank, Asset Management and Wealth Management divisions while driving collaboration and partnering.
Gain priority access to institutional family office services
A joint venture between UBS Investment Bank and Wealth Management USA, our team acts as a resource for institutional family offices, providing priority access to product specialists, intellectual capital and events across the globe.
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 2023
Global Family Office Report 2023
Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide.
In its latest edition, the report focuses on 230 of the world’s largest single family offices and covers a total net worth of USD 495.8 billion, with the individual families’ net worth averaging USD 2.2 billion.
Family Matters: Family-Focused Family Office
Family Matters: Family-Focused Family Office
How to put family members at the center of the family office to achieve better outcomes.
Living your legacy
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.
The New Continuum
We’re seeing a growing convergence between investment and philanthropic strategies. Learn how this can help advance your impact objectives.
Connect with people and passions that inspire you
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
Networks
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
Connect to solutions that move you forward
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.
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.
