We are experienced in addressing each financial priority—looking beyond your investment portfolio and to the needs across generations. To us, there is nothing more important helping you enjoy today, confidently knowing that you’ve planned well for your family and their future.

Within the exclusive UBS Private Wealth Management division, our team accesses the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf.

Family and Philanthropy Advisory services. Group focused on comprehensive estate planning strategies for transitioning assets to future generations, including a complete balance sheet review and estate assessment from wealth transfer to trust management.

Family Office Services Group (FOSG). As a Private Wealth Management team, we offer the resources of the Family Office Solutions Group, which provides institutionalized coverage and the best of UBS insight and industry knowledge for our exceptional clients.

Working with a dedicated FOSG team, family office clients can benefit from:

• Bespoke solutions to address business, investment, personal passions and legacy needs
• Priority access to UBS‘s team of senior staff and networking with global peers
• Tailored strategies for seeking growth, capital preservation and generational wealth transitions

Portfolio Advisory Group. Providing advanced quantitative analysis and proprietary research for a dynamic asset allocation approach tailored to your investment goals.

Global research and thought leadership. An extensive global network of analysts, resources and thought leaders to inform our credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends.

Banking and lending solutions.

Strategic philanthropy. A dedicated team of philanthropy advisors to help us address your current charitable goals, engage the next generation and design a strategy for creating real impact in the world.

With longer life expectancies, greater employee responsibility for retirement savings, and the increased governance demands placed on fiduciaries, you need the collaboration and advice from professionals who truly understand an evolving retirement industry and the challenges you face.

Fiduciary risk management. Our team works closely with your board of directors and committee charter to help ensure your fiduciary accountability. We then establish best practices for your plan. We diligently adhere to the guidelines of your Investment Policy Statement. At all times, we maintain compliance with ERISA and with the Universal Fiduciary Standards of Care.

Institutional consulting. We offer a comprehensive process to analyze, monitor, track and replace investments. It includes prudent manager selection, asset allocation methodology and independent research, all aligned with your Investment Policy Statement and its stated goals.

Plan compliance and customized design. We review your plan features to ensure they’re appropriate for your goals, review administrative needs and evaluate potential plan enhancements. Our institutional consulting services also address recent DOL compliance and IRS audit representation, as well as plan document maintenance.

Employee education. Better communication between employees and plan sponsors creates greater overall plan participation and confidence in the program. We’re committed to integrating robust employee education programs into each plan design to help participants achieve their retirement readiness goals.

Similar to managing wealth for successful families, earning your trust and that of your governing body and investment committee will help us build consensus that ultimately can help us achieve your goals.

Our comprehensive advice focuses on:

• Governance and best practices
• Administration and banking services
• Investment strategy design
• Asset allocation and strategic rebalancing/tactical positioning
• Investment and spending policy development and review
• Manager/fund due diligence, research and selection
• Ongoing consulting, monitoring and reporting