Focus on entrepreneurs, business owners and corporate executives
We work with a select number of executives and entrepreneurial-minded clients who value our ability to speak knowledgeably about their professional ventures.

Trust and estate planning strategies
We have the experience and the network to help with protecting your assets, reducing estate tax exposure and transitioning wealth to future generations.

Customized lending solutions
We will help you borrow wisely, the way you want it, whether you need securities backed lending, a mortgage or a competitive credit card.

Insurance consulting and review
We view insurance as a tool to protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.

Philanthropic consulting
We’ll work with you and family members to provide education on philanthropy and participation strategies for the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions, and access to local organizations.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

Insurance products are issued by unaffiliated third-party insurance companies and made available through insurance agency subsidiaries of UBS Financial Services Inc.

Guarantees are based on the claims paying ability of the issuing insurance company. Borrowing using securities as collateral involves risk and may not be appropriate for your needs. All loans are subject to credit approval. Please review the Loan Disclosure Statement that will be included in your application package for more information.

Asset allocation
Through our comprehensive due diligence and planning process, we can determine your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that maintains an opportunistic eye toward investments and changes in the market.

Risk management
By listening and aligning with your objectives, we focus on strategies that help mitigate risk and build diversified portfolios. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Safeguarding multigenerational wealth
Because we understand the connection between wealth and family, we’re committed to having a multigenerational impact on your life. Attuned to protecting the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

Open architecture
We offer extensive access to premium financial solutions and managers both within and outside of UBS. This open investment platform, along with a disciplined process, ensures we develop customized strategies based on highly focused research.

Clear communication
Our entire team is highly accessible, offering regular contact, personal touch points and ongoing reviews. Our flexible communication plan is tailored to your needs and schedule.

Exceptional client service
Clients rely on our team’s associates for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information or simplify daily financial and investment issues.

A network of specialists
By working closely with your accountants, attorneys and trusted advisors, as well as our network of financial specialists within and outside UBS, we can incorporate all perspectives into one comprehensive approach.