A lifetime financial strategy
We are committed to building long-lasting relationships so we monitor and adjust your plan to make sure your investment strategy is continually optimized. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.

Critical elements of our investment approach include:

• Holistic financial modeling
• Traditional private banking services
• Concentrated stock management
• Alternative investments
• Consolidated account reporting

Asset allocation
Our team works with you to determine an asset allocation strategy appropriate for your goals. We are prudent and disciplined, honing in on the investment mix that’s most appropriate for your goals and comfort with risk.

Risk management
By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Retirement planning programs
We have extensive experience servicing the needs of retirement plan sponsors and participants. We understand you face a significant set of administrative challenges and responsibilities. Count on us to help your executives and employees confidentially prepare to get the most from your company’s incentive and benefit programs.

Wealth enhancement
We’ll help determine how best to put your wealth to work and reduce the cost of liabilities where appropriate:

• Tax mitigation
• Comprehensive planning
• Asset allocation strategies
• Portfolio rebalancing
• Cash-flow management

Wealth transfer
We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner:

• Legacy planning
• Trust services
• College funding strategies
• Business succession planning

Wealth protection
Our team views your family interests and business interests as the components of a complete and integrated strategy:

• Asset-based lending
• Life and long-term care insurance
• Estate planning coordination

Charitable giving
Many of our clients are passionate about philanthropy and rely on us to help them achieve their specific estate, legacy planning and charitable giving goals:

• Charitable giving strategies
• Foundation supervision and set-up
• Donor-advised funds

Customized client service
Our trusted client service team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Responsive and attentive, we provide a flexible communication plan specific to your needs and schedule.

A network of professionals
Our team works closely together, communicating regularly, tapping each member’s expertise. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and attorneys, leading the effort to develop one integrated approach.

Long-range impact on each generation
We understand the connections between wealth and family, and we’re committed to having a multigenerational impact on your life. We are positioned to address every family issue ranging from wealth transfer and preservation strategies to philanthropic pursuits. Our approach is simple: If people and causes are important to you, they are important to us.