UBS

Through specialized centers of excellence, UBS connects UHNW clients and families to the most relevant expertise through every stage of their financial, professional and personal journeys. 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.

UBS is one of the only wealth management firms with a separate and distinct division of specialists dedicated to bringing institutional-quality advice to private wealth management advisors. UBS Private Wealth Management clients can tap into our centers of excellence, benefiting from some of the most innovative thinking and solutions available to:

• Protect your wealth with advanced estate planning solutions
• Navigate pitfalls and opportunities across your family enterprises
• Create a legacy for your families future success across generations
• Unlock opportunities across UBS globally
• Gain access to institutional family office services
• Maximize your potential with wealth customized portfolios

No two clients are the same. Our specialists work to deliver bespoke, customized solutions tailored to service each client’s unique needs:

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.

 Multi-generational 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.