Why choose us?
We are a multigenerational team of Private Wealth Advisors with decades of diverse experience helping our clients enjoy their success today, strategically plan for tomorrow and leave a lasting legacy for their families and the causes in which they believe.
We understand the complex needs of wealthy families to deliver thoughtful solutions beyond just investments. Let us help you form a strategic plan that creates a lasting legacy for your family and the causes that matter most to you.
With the attention of a boutique family office and the resources of one of the world’s leading wealth management firms, our advice and services look well beyond your investment needs.
Generational wealth and estate planning strategies
Will your children be prepared for financial responsibility?
Our priority is to ensure the wealth you’ve created best serves your family today and for generations to come. Together with UBS’s estate and trust specialists, as well as your tax and legal advisors, we’ll provide the financial stewardship you need as we develop your comprehensive estate planning strategy.
Our conversations will focus on:
- Inheritance planning
- Family meeting facilitation
- Asset titling and ownership
- Estate tax minimization strategies
- Lifetime gifting strategies
- Asset replacement solutions
- Trust management
Business sale, succession and liquidity solutions
Are you optimizing the value of your company—and legacy?
So many factors—with both short- and long-term consequences—come into play when you’re considering selling your company. It’s never an easy decision. Our involvement in the very early stages of your thinking can add important insight and possibly enhance the outcome of your business transition strategy.
We engage all of the resources needed to help maximize the value of the event—whether through sale, succession or IPO—so you can confidently pursue your life’s goals. Our recommendations address:
- Structure and timing
- Valuation opportunities
- Risk management
- Estate planning strategies
- Collaboration with UBS private equity and investment banking teams
Can your wealth make a difference?
We work with you to clarify the charitable giving strategy that best reflects your vision, values and investment goals. In fact, we believe that a well-defined philanthropic plan can help ensure that you foster a legacy of giving that’s upheld for generations to come.
As UBS Private Wealth Advisors, we offer you access to our considerable professional network of contacts and resources that can help you transform your philanthropic passions into meaningful impact through:
- Private foundations
- Charitable trusts
- Donor-advised funds
- Sustainable and impact investing
- The UBS Optimus Foundation
For some of life's questions, you are not alone. Together we can find the answer.