UBS Private Wealth Management
Simplify complexity, create powerful legacies
Connections to help your family and legacy flourish
Connections to help your family and legacy flourish
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 multigenerational families and family offices to firmwide experts, thought leaders and premier solutions to create meaningful legacies.
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
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 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
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 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
We bring a different level of advice to address every dimension of our clients’ lives—investments, business, passions and legacy.
Head, UHNW Solutions Group, Americas &
Head, Unified Global Banking, Americas
Customized wealth planning solutions
Access to specialized knowledge centers
Access to specialized knowledge centers
As a UBS Private Wealth Management client, you can tap into 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.
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.
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.
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.
Maximize your potential wealth with customized portfolios
Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
UBS Family Advisory Compass
Our publication can help guide families with a roadmap for holistic success. Explore insights and best practices from decades of experience helping multigenerational families create success.
UBS Family Office Quarterly
Our journal features relevant topics to help executives excel and to advance the family office industry.
Art and collecting
Gain guidance to navigate the pitfalls that can arise in building a meaningful art collection of lasting value.
The power of partnership
The power of partnership
The UBS Optimus Foundation Annual Review highlights how we bring organizations together to develop and scale solutions through blended finance and collaborative philanthropy.
Exclusive events and networks
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
Emerging Successors Community
An exclusive, global network for young adults to develop their wealth management knowledge and leadership skills through:
Opportunities to acquire and hone skills to take the next steps on their personal and professional journey.
A network of like-minded peers
Access to curated content, insights and top themes by experts, practitioners, thought leaders and peers.
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