Innovative solutions designed to make a real impact Private Wealth Management 
Your success is a reflection of your hard work, innovation and integrity. All qualities that we share. As Private Wealth Advisors and Family Office Consultants, we offer a comprehensive, collaborative approach to modern wealth management.
Our team recognizes that the complexity of your wealth demands strategic solutions that may come from both within and outside of UBS. This respect for your life and goals drives our commitment to serving all aspects of your financial world, whether directly or working with your family office.
We are often the first call our clients make. Driven, passionate and successful, they include multigenerational families, entrepreneurs, senior executives and family offices. We provide the access, perspective and the continuity our exceptional clients need to help them fully realize the life they envision, today and for generations to come.
Moster McCormick Norwood
888-827-8469
UBS Tower
One North Wacker Drive
Suite 3300
Chicago, IL 60606
The value of Family Office Consultants
Jeffrey Moster, Christopher McCormick and Matthew Norwood are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. Understanding the complexities of intergenerational wealth, FOCs undergo rigorous training to strengthen their industry knowledge so they can align specific needs to the full suite of UBS capabilities, managing the investment, business, passion and legacy needs their clients face.
Christopher McCormick has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2020
- Forbes America's Top Next-Generation Wealth Advisor, 2017, 2018, 2019
- UBS Top 35 Under 35, 2017, 2018, 2019
Our team
“Our team’s private wealth experience and access to global resources are designed to make a real impact in the lives of our clients, whether pursuing a new business venture, exploring a philanthropic passion or educating children about their future financial responsibilities.”
— Jeff Moster
Working together to help you pursue what matters most
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
To help improve your lifestyle
To help improve the lives of others
Our clients
“Our clients’ goals often include wealth transfer for future generations. We can help you with maximizing your philanthropic impact, investment and borrowing management, survivorship concerns and tax strategies.”
— Christopher McCormick
Our team focuses on helping sophisticated clients like you to create and execute a comprehensive, multigenerational financial plan. We have the experience and the network to address the complexities of your advanced planning needs.
Our access
“We provide access to a broad range of industry professionals accross the firm and around the world. By listening to your goals, we gain a deep understanding of your values and help make the complex clear.”
— Matt Norwood
Our team has the training, access and understanding of complex wealth and the individuals and families who create it, inherit it and pass it on. They count on us for comprehensive planning, banking and lending services, education planning and wealth transfer strategies.
Our perspectives
UBS Investor Watch
About us
Insights
