Custom solutions for your complex life Private Wealth Management 
We understand how complex your life can be. With more than three decades of experience serving the specialized needs of entrepreneurs, business owners and affluent families, we’re here to help you build wealth for the future, preserve it for the next generation and create a lasting legacy.
Whether growing your successful business, managing the complexities of your professional practice or planning to maximize your legacy for your heirs, we can help—with the seasoned insights and sophisticated thinking that your level of wealth demands. For many clients, we’re the first call they make for guidance on any aspect of their financial lives. That level of trust drives us to relentlessly focus on the pursuit of your most complex goals—today and for the future.
José J. Rodriguez-Villalobos
617-439-8331
617-439-8333
855-797-0718
One Post Office Square
33rd Floor
Boston, MA 02109
“I love working with clients to help solve problems and allay concerns, always with personalized advice that instills confidence.”
— José J. Rodriguez-Villalobos
Your individualized plan at the foundation
Our relationship starts by understanding you and your family. What are your goals for the future? What do you want for your family? Are your children ready for the responsibilities that come with great wealth? By getting to know your concerns and worries, we can help you plan for what’s important.
From these in-depth conversations, we work closely together to develop a comprehensive wealth management plan that prioritizes your goals. And working with our Private Wealth Management team of specialists, we can dig deeper on solving for all your needs, including estate planning strategies, multigenerational wealth transfer, business transition planning, tax planning, lending strategies and more.
Liquidity. Longevity. Legacy.
Our approach 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.
Learn more - 
UBS Wealth Way fact sheet
Tailored solutions designed for you
After a full review of your needs, we deliver the truly bespoke solutions you deserve. Our clients choose to work with us because we provide complete transparency when it comes to managing their wealth. With your best interests in mind, we filter out the day-to-day noise and focus on positioning your portfolio for the opportunities that lie ahead. Given the depth of our investment experience, our clients know we’re here for them, no matter what the markets may bring.
We create customized portfolios tailored to your unique situation. In executing the right strategy for your needs, we review a broad offering of research-based solutions, drawing on the best insights across UBS and beyond.
Read our Investment Strategy Guide - UBS House View
Our investment process
Driven to be your Family Advisor
Clients think of us as part of their extended family, and we wouldn’t have it any other way. As part of our commitment to delivering a boutique experience, you can call at any time and know that we are here—with discerning advice and uncompromising service.
For many clients, we serve as a resource that supports them, their families and heirs. And so that every aspect of your financial life is working together as it should, we build strong relationships with your other professionals, including your tax and legal advisors.
Every aspect of your financial life
Working together
Entrepreneur and business owner services
Our team works closely with successful entrepreneurs and business owners. Whether you’re an early-stage founder still building your business or a seasoned entrepreneur planning for an exit—through an outright sale or a transition from one generation to the next—our early involvement can help you through the complexities.
Access Private Wealth Management resources
As our client, you have access to the broadest range of services and opportunities. Together we leverage the specialized resources of Private Wealth Management to support every dimension of your life.
- For your sophisticated portfolio structuring needs, the Portfolio Advisory Group can fulfill your custom asset allocation needs with advanced quantitative analysis, proprietary research and dynamic diversification.
- Our advanced planning analysts have extensive experience in wealth planning, estate tax and philanthropy strategies and help us regularly evaluate how changes in the legislative and tax landscape might affect your wealth.
- Through the extensive UBS banking network, you have access to innovative credit and liquidity solutions such as securities backed lending, pre-IPO lending, mortgages and tailored financing.
- Our global research organization is dedicated to helping you understand the global economy and make better investment decisions.
- Our Global Family Office team seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices.
- Family Advisory offers solutions beyond your portfolio, including advice on family decision-making, business and generational transitions, wealth transfer and family office governance.
- Through signature client events, you can engage in educational opportunities with a like-minded peer network (such as the Young Successors Program and Art Basel Miami)
UBS. One of the world’s leading Wealth Managers
