Community impact

As members of the exclusive Private Wealth Management division of one of the world’s leading wealth managers, our team has direct access to the vast philanthropic resources of UBS. We strive to understand what matters most to you—whether locally or globally—and then help you design a giving program that reflects your vision and your values. Together, we can help bring your charitable goals to life.

Our team is making a difference

While philanthropy is an integral part of our business, it’s an even greater part of our lives. In fact, we believe that what truly sets us apart is our passionate commitment to giving back to our local South Florida community and the causes we care about most.

From top left: Adopt-a-Family of the Palm Beaches, Inc., ALS Association-Florida Chapter, Caron, Community Foundation for Palm Beach and Martin Counties, John P. Mayhugh Foundation, Live Like Jake, Loggerhead Marinelife Center, Making Every Day Count, N Street Village, Palm Beach Opera, Philanthropy Tank, The Education Foundation of Martin County, United Way of Palm Beach

How can you give back?

Identify your approach
Do you seek direct involvement with your beneficiaries? Or do you prefer to remain behind the scenes? Whatever your motives, needs and expectations, our structured and strategic advisory approach will ensure that your philanthropy is personal and rewarding.

Share the knowledge
The Global Philanthropists Community is an exclusive member’s only network supported by UBS. It is designed to connect active philanthropists with similar interests through its private online portal and dedicated gatherings. As a member of the community, you will be able to collaborate and share ideas with other philanthropists to drive greater impact.

The UBS Optimus Foundation
Only UBS has a foundation that is staffed by leading experts in philanthropy with a client offering designed to deliver measurable, long-term benefits to the world’s most vulnerable children. The UBS Optimus Foundation focuses on programs with the potential to be transformative, scalable and sustainable in the areas of child health, education and protection. In fact, only 5% of programs meet their tough standards2. With our global coverage, proven expertise and deep understanding of the world of philanthropy, our team can work with you to transform good ideas into great programs that can help change the world, one child at a time.

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Our team is making a difference

How can you give back?

Read more about global philanthropy