A world of access and opportunity Private Wealth Management

“Experience, transparency and a relentless pursuit of knowledge are the commitments we make to each client.”

— Black Huthnance


Private Wealth Advisor and Financial Mentor, however we work together, we strive to always offer advice that is essential to your life and legacy.

We provide a select, multigenerational clientele of entrepreneurs, executives and affluent families with expertise, advice and solutions to financial and family advisory matters. As a highly experienced team of Private Wealth Advisors, we offer the access and network highly successful families need, across our firm and the globe.

Black Huthnance


phone

713-350-8083





address

UBS Financial Services Inc.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027




Our access

An intimate practice within a global leader

As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of UBS in Wealth Management, Asset Management our Private and Investment Banks.

Exclusive Private Wealth Management access includes:

UBS Family Advisory

This group offers solutions that extend beyond your portfolio, including:

  • Advice on family decision-making
  • Business and generational transitions
  • Wealth transfer
  • Family office governance

Planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth:

  • Wealth planning
  • Estate planning strategies
  • Philanthropy
 
CIO Americas, Wealth Management

Our global research organization:

  • More than 900 professionals across UBS
  • Focus on the global economy
 
Credit and liquidity solutions

Access through our extensive UBS Banking resources to innovative credit solutions:

  • Securities-backed lending
  • Pre-IPO lending
  • Mortgages
  • Tailored lending: commercial real estate and other assets
 
Portfolio Advisory Group

Exclusively dedicated to sophisticated portfolio structuring:

  • Advanced quantitative analysis
  • Proprietary research
  • Dynamic diversification
  • Custom asset allocation
 
UBS Global Family Office

A highly specialized team dedicated to seamless integration for family office services:

  • Comprehensive wealth management
  • Institutional-level services
  • Business opportunities

 

Learn more about UBS Private Wealth Management
The Purposeful Legacy


Our clients

Personal connections built on personalized service

Corporate executives, entrepreneurs, multigenerational families and family offices count on our experience and insights. With integrated financial guidance and a robust suite of investment and lending solutions, we can help you with key issues around a broad array of professional situations.

Corporate executives
Whether you need planning during your wealth-building years or while transitioning out of corporate life, we understand executives need specific guidance. In addition, we work with a number of clients who serve on executive boards of public companies. Our services include:

  • Executive financial planning
  • Specialty services for stock option planning and execution
  • 10b5-1 restricted stocks
  • Executive banking and lending

Entrepreneurs
Through business networking and innovative solutions, we can help address the full cycle of business needs from strategic financing to pre- and post-sale planning to succession and exit strategies.

Multigenerational families
Our team understands the connection between wealth and family. We work with each generation to address growth strategies, insurance and lending solutions, wealth transfer and preservation, estate planning and philanthropic pursuits.

Family office services
Families with significant wealth demand a flexible, customizable investment platform that seamlessly integrates comprehensive wealth management with institutional-level business solutions for family offices.


Our investment solutions

Stewards of your wealth

Superior execution, transparency and tangible results begin with a disciplined process for understanding your priorities. We work prudently to help ensure your financial security by maintaining a keen awareness of risk tolerance and a strict adherence to asset diversification.

Theme-based approach to long-term investing
We identify demographic, technological, lifestyle and economic trends, and themes that drive stock prices over the years. Because many of our clients are financial industry leaders and decision-makers, they share their insights on how these dynamic themes transcend sectors, helping to capture waves of innovation that affect various industries.

Asset allocation focused on mitigating risk
By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.


Liquidity. Longevity. Legacy.

Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.

Then, we can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

To help maintain your lifestyle

  • Entertainment and travel
  • Taxes
  • Purchasing a home

To help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

To help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer overgenerations

Working together, we can help you:

  • Gain confidence that your money is in an appropriate strategy—when it needsto be there
  • Better manage investment risk—based on your different goals and time frames
  • Take the emotion out of investing—with a clearer understanding of yourshort-term needs


Our services

Integrated wealth planning

Exceptional service is the cornerstone of a successful relationship. We consistently strive to anticipate your needs and ensure that you understand the thought process behind our solutions.

Planning for every phase of life
We bring an experienced perspective to financial and estate planning. Our integrated wealth planning process can help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies. We share our experience through regular financial plan reviews, performance evaluations and one-on-one meetings.

Preserving multigenerational wealth
When planning your estate or building your legacy, our team will work with you and your family members to provide education on philanthropy and participation for the next generation. That way, you can care for future generations and charitable organizations with the least possible tax impact and expense.

Educational events and client networking
Our events offer an engaging and informal opportunity for our clients to gain insights, meet interesting peers and professionals, and have some fun. Because many of our clients are business professionals, we provide a client network that offers innovative ways to share the latest financial thinking, as well as current market and lifestyle trends.

Events include:

  • Art Basel in Miami Beach. One of the most significant art shows of our generation and a tenured tradition of UBS.
  • The UBS Young Successors Program. UBS gives your children the opportunity to expand their financial literacy under the guidance of professionals in the areas of entrepreneurship, innovation, leadership and philanthropy.
  • Global Family Office Forum. This exclusive two-day program isdesigned to gather family offices in an intimate, collaborative setting todiscuss timely issues and the corresponding opportunities.

Chris Black has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020
  • Barron's Top 1,200 Financial Advisors, 2014, 2015
  • Barron's Top 1,000 Financial Advisors, 2012, 2013

William Huthnance has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020



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