Our discussions will focus on your family and business priorities and your vision for the future. This information helps us a design a road map that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential pitfalls that can derail our strategy. However complex your needs or current circumstances, given our collective experience and understanding of wealth management, it’s likely we’ve encountered and handled similar challenges.

From retirement income and multigenerational wealth transfer to business succession and philanthropic planning, we’ll share our best thinking and the full resources of UBS, and then recommend appropriate cash flow, risk and portfolio management strategies to address those needs. Of course, we count on your regular input to help us shape and refine your plan over time. Since we want to be your continuing resource for all financial advice, we evaluate your plan consistently and make updates should the markets or new life circumstances require a change.

Total client goals profile

Your goals for retirement form the basis for nearly all investment and estate planning decisions

Looking beyond our wealth management capabilities, our relationships succeed because service takes precedence in our practice. Our clients trust that we never waver from doing the right thing on their behalf. Earning your confidence in our decision-making process and advice are our priorities. We want you to fully understand your options and the reasons why we recommend a course of action, so you can expect communication on a regular basis. We’re engaged, interested professionals who are accessible when you need us.

The benefits of planning in volatile times

• UBS is a truly global wealth management firm with worldwide presence
• UBS is financially strong with solid long-term ratings and a Basel III common equity Tier 1 (CET1) ratio of 13.8%¹
• UBS has nearly 7,000 Financial Advisors with substantial experience in managing the dynamics and challenges of multigenerational families, entrepreneurs and corporate executives

Our team offers:

• Experienced professionals who focus intently on the entire life cycle of your needs
• Direct access to resources and solutions from UBS Wealth Management, UBS Investment Bank and UBS Asset Management —private and institutional
• The combination of a global leader, a strong local presence and the service and responsiveness of a boutique firm

¹ Source: UBS 4Q 2016 results presentation, as of December 31, 2016.

Worldwide wealth management industry recognition

We’ll talk about what’s meaningful to you and the impact you’d like to make with your wealth. We will also work with you and other family members to provide education on philanthropy and participation strategies for the next generation. Whether you’d prefer to be directly involved or stay behind the scenes, we can incorporate your charitable giving into your overall wealth plan so it remains both personal and rewarding. Some strategies to consider include:

• Donor-advised funds
• Private foundations
• Charitable trusts

Highly satisfied with impact on community and broader society