What happens when it’s time to pass the reins to your daughter? How best to fund your next business venture? Where do your passions lie? We address every dimension of your life and your goals—investments, business, passion and legacy—to develop a plan that's truly personalized for you. It’s precisely what you need today, and always. Advice. Beyond investing.
Our team of corporate finance specialists guides you through every stage of the business lifecycle—including equity and debt capital financing, business sale, managing your liquidity events and more.
We relentlessly focus on bringing the best opportunities—wherever they may come from—for every type of investor and circumstance.
We’ll translate your intentions into a tangible plan for future generations by working with dedicated teams of family specialists, holistic wealth planners and philanthropy experts.
Global resources for bigger opportunities
Our goal is simple: to uncover the best opportunities the world has to offer. Your Private Wealth Advisor summons the institutional capabilities and planning resources of the entire firm—from capital solutions to traditional and non-traditional asset management to structured products and liabilities management to resources for every aspect of life’s journey.
Institutional-level services for your family office
The specialized Global Family Office team seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices. The team addresses everything from day-to-day details to your master plan.
"Our goal is to help you develop and implement a sustainable strategy for managing your wealth for continuity."
— Stewart Kesmodel, Head of Business Development Group & Global Family Office, Americas
Sophisticated planning for your complex needs
The team, consisting of professionals with advanced degrees and extensive planning experience, delves into tax, estate planning and philanthropic topics, offering insight and thought leadership on wealth planning.
"We connect every aspect of your life—business and family succession, estate tax mitigation, charitable planning and more—for a successful legacy."
— Erin Wilms, Head of Advanced Planning
Innovative portfolios informed by invaluable insights
This team consists of specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and portfolio construction advice tailored to help meet your identified goals and objectives.
"We construct a differentiated portfolio and asset allocation by looking at the entire spectrum of your assets."
— Richard Hollman, Head of Portfolio Advisory Group
Specialists to help sustain your family wealth
This team helps exceptional families take a strategic and sustainable approach to managing their wealth forcontinuity. The group leverages a global team of specialists and takes a systematic approach that extendsbeyond the purely financial to include wealth transfer, family governance, family office governance and family business succession.
"We apply a systematic approach in developing and implementing a unique and sustainable strategy for your family."
— Judy Spalthoff, Head of Family Advisory Americas
Unlocking opportunities through tailored financing
Through the extensive UBS Banking platform, you can gain access to innovative credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized financing solutions for private aircraft, art, horses and your other passions.
"Our goal is to bring you solutions you may have never considered to pursue your goals and passions."
— Steve Schroko, Head of Private Bank and Trust Solutions and Head of Global Solutions and Family Services
Now, more than ever, you need intellectual capital and timely insights to guide you through persistent economic uncertainty and ever-changing markets. More than 900 investment professionals across UBS monitor worldwide macroeconomic trends as well as the forces shaping their local markets.2 You will have access to the extensive research capabilities of UBS, which are dedicated to helping address your objectives.
The right connections for great outcomes
UBS and Private Wealth Management events are designed to amplify opportunities in every sphere of life. They give you and your family the occasions to network with cultural luminaries and like-minded peers to establish mutually beneficial relationships.