Our integrated wealth planning approach includes:

Goals-based financial planning
Our in-depth fact-finding process results in the construction of a comprehensive wealth plan that serves as a road map for meeting your long-term goals.

Retirement and lifetime income planning
With a specialty in retirement planning, our team can work with you to help protect your lifestyle and livelihood in retirement.

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

Liability management
We’ll work with you to find solutions to both sides of your balance sheet so you can get credit you can count on, whether you need securities backed lending, a mortgage or a competitive credit card.

Tax-advantaged strategies
Whether you are developing a business succession strategy, managing a large liquidity event, planning your estate or building your legacy, our team can work with you and your tax and legal advisors to help develop taxadvantaged solutions.

Trust and estate planning strategies
We have the experience and the network to address the complexities of your estate and legacy planning needs.

Philanthropic consulting
We’ll work with you and family members to provide education on philanthropy and participation strategies for the next generation.

Customized portfolio management
With a focus on solutions specific to your situation, our team provides a variety of strategies that enable us to build custom portfolios. We work with you to select from a broad array of investments—from highly diversified to more targeted opportunities—that help match your objectives and risk preferences.

Prudent asset allocation
Through our comprehensive due diligence and planning process, we help determine you and your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

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

Multigenerational strategies for your family’s wealth
We understand the connections between wealth and family, and we’re committed to having a multigenerational impact on your life. We are positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

Customized client service
Clients rely on our client service for a host of financial and administrative needs. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.

Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising them on the most prudent strategies for building a legacy. By working closely with your other advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.

The perspective of a global powerhouse
Private, corporate and institutional clients throughout the world count on the wealth management expertise of UBS. With a heritage spanning more than 150 years, we are committed to offering trusted financial advice that is specific to your goals. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.

Discover
Learning about you

Our initial conversations will help us understand the most defining insights about you—from the values that inspire you to your most important priorities and concerns.

Analyze
Reviewing assets and risk

We review your personal finances and portfolios so we can assess where you stand today and where you have room for improvement. We will talk about risk—specifically, how much is too much when it comes to your strategy.

Plan
Developing your financial plan

After closely analyzing this information, we prepare a comprehensive financial plan tailored to your needs. We will collaborate with your team of professional advisors to ensure that our collective guidance is consistent with your goals.

Implement
Putting your strategy in place

Once our plan is in place, we implement the strategy with a timely and efficient approach. We tap our considerable experience, the expertise of our network of financial professionals and the full range of global resources available at UBS.

Monitor
Communicating, reporting and optimizing

As we monitor your portfolio’s performance, we make adjustments for life changes and economic conditions. With continual and detailed reporting, we keep you informed about all the services provided and compensation received.