Customized for the life you lead
Managing wealth spanning many generations requires a careful approach. Your Private Wealth Advisor has experience and strategies to help address these challenges.
Trust and estate planning
Our trust and estate planning specialists help you navigate the complexities of wealth preservation and transfer while integrating your legacy goals into your overall estate plan.
Preparation for the next generation
Through our popular Young Successors Program, we help prepare your children and grandchildren to take on the reins or create their own entrepreneurial legacies.
From implementation to governance to ongoing oversight, we offer comprehensive advice to help you define and truly realize your unique charitable vision.
Your Private Wealth Advisor can introduce you to the right investment relationships as well as to innovative yet pragmatic solutions.
Partnership for pre- and post-sale planning
When it's time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale in accordance with your goals.
Succession and estate tax planning strategies
The decision to exit a business is often very personal and complex. Using efficient tax structures, such as trusts and philanthropic vehicles, we can facilitate your wealth preservation and legacy goals.
Business community network
We can give you access to key specialists in private equity, M&A advisory services as well as third-party referrals within the industry and our Private Wealth Management community.
Your Private Wealth Advisor brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Equity awards management
We provide sophisticated planning and tax strategies for corporate executives looking to maximize the value of substantial compensation packages.
Concentrated stock and risk management
We can help you address the risk of concentrated stock as well as your cash flow and liquidity needs.
Life transitions and your wealth
As you approach retirement or take on a more active role in charitable pursuits, we can help you manage the transition with confidence.
Built on financial strength
Recognized the world over4
UBS AG (Euromoney Awards)3
- 2016 Best Services for Ultra High Net Worth Clients
- Best Services for High Net Worth Clients
- Best Services for Super Affluent Clients
- Best Private Banking Services Overall
- Best Philanthropic AdviceBest Family Office Services
- Best SRI/Social Impact Investing
- Best Succession Planning Advice and Trust
- 2015 Best Global Bank for Bespoke Wealth Planning
- 2015, 2014, 2013 Best Global Wealth Manager
UBS Wealth Management USA
- 2015 Best in client satisfaction4