Trust and estate planning strategies. We have the experience and the network to help with preserving your assets, reducing estate tax exposure and transitioning wealth to future generations. We will coordinate with your tax and legal professionals as well as the firm’s trust specialists.

Banking and lending services. We can provide options for your unique situation.

Insurance and review. We offer insurance strategies as a way to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.

Philanthropic advice. We’ll work with you and family members to provide education on philanthropy and practical solutions for the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions, and access to local organizations.

Tailored asset allocation. Our customized allocations help you seize opportunities and manage risk in a volatile market. The result is a complete understanding of your priorities that helps us provide tangible results.

Manage risk. With a balanced emphasis on helping to minimize market risk, building diversified portfolios and maintaining liquidity, we diligently monitor and review your strategy to help mitigate downside risk.

Portfolio management. Members of the UBS Portfolio Management Program, we are qualified to serve as your personal investment managers. Using the firm’s top-down views of markets and asset classes, we can tailor your portfolios to your risk profile, time horizon and goals.

A network of specialists. By working closely with your accountants, attorneys and trusted advisors, as well as our network of financial specialists within and outside UBS, we can incorporate all perspectives into one comprehensive approach.

A personalized client experience. Our clients rely on our proactive and consistent client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information or simplify daily financial and investment issues.

The strength of UBS. Our access to the global reach of UBS—one of the largest wealth managers in the world—gives us the perspective, diverse strategies and relevant guidance to help you move forward with confidence. UBS has been successfully managing its clients’ wealth for more than 150 years, with deep resources in investment, banking and asset management businesses.

Advanced planning
With extensive experience in wealth planning, estate tax and philanthropy, our planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.

Family Advisory
This group offers solutions that extend beyond your portfolio, including advice on family decision-making, business and generational transitions, wealth transfer and family office governance.

UBS Global Family Office
This highly specialized team seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices.

UBS institutional strategies
You can access UBS institutional products as well as premier third-party investment providers, including traditional and nontraditional asset management, structured products, liability management, wealth transfer and more.