Trust and legacy planning strategies
Your family’s financial security may depend not only on how you manage your wealth today, but also how you protect and preserve it for the future. Estate planning and personal trusts can help ensure ongoing management of your assets, help minimize or eliminate estate and transfer taxes and protect your assets across generations.

Multigenerational wealth
We take the time to understand your family wealth dynamics and the important decisions you face. As dedicated planning specialists, we provide timely strategies that help grow and protect income and safeguard the preservation and transfer of wealth.

A key focus on philanthropy
We’ll work with you and your family members on a philanthropic plan and participation process for the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions and access to local organizations.

We specialize in working with non-U.S. residents who have financial assets in the U.S. and/or who would like to create a legacy for their heirs in the U.S. As such, the team is well-versed in the cross-border rules, estate planning strategies, and investment solutions unique to international clientele.

Our team members are highly credentialed, including the International Wealth Management Advisor designation. In addition, members of the team speak fluent Mandarin, Cantonese and Shanghai dialects.

Customized portfolio management
As your discretionary portfolio manager or by working with select money managers, our team builds custom portfolios from a broad array of investments that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments and quickly adapt to global changes in the markets or in your life.

Asset allocation and risk
Through our comprehensive due diligence and planning process, we gain a deep understanding of your entire financial picture. This allows us to craft an asset allocation based on your financial plan that seeks to balance your tolerance for risk with your family’s growth and income goals.

Open access
We are product-agnostic. We provide advice on and access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined planning process, ensures our team develops customized strategies specific to your unique situation that are based on highly focused research.

The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.

PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.

Support across your family
Families with significant wealth demand a flexible platform. For those families that have accumulated considerable wealth and require an institutional approach to their complex needs, we offer highly customized services.

Proactive communication
Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Proactive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.

Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys. By working closely with your other advisors, as well as our network of UBS and outside financial specialists, we can incorporate all perspectives into one integrated approach.