With significant wealth comes a unique set of challenges and opportunities: how best to continue building your wealth, ensure its preservation, and transfer it to your heirs and others according to your wishes.
At UBS, we have a 140-year tradition of serving some of the world's wealthiest families. We bring this experienced perspective to you and your family's particular needs, for today and for generations to come. A Comprehensive Approach Experience with this level of wealth has taught us that each decision you make can have far-reaching effects on your financial life and the pursuit of your goals. We want to understand fully what you have achieved and how we can best support your continued success. We can help you anticipate potential challenges and prepare effectively for future opportunities. Dedicated Advisors
Private Wealth Management consists of a select group of dedicated Private Wealth Advisors who work closely with you, accessing global resources and specialists across the Firm to develop personalized strategies for all aspects of your financial life. Our Private Wealth Advisors undergo rigorous training and accreditation in a range of sophisticated wealth management strategies and techniques. They bring a knowledge of and ability to navigate the global wealth management landscape that can help you manage risk and maximize potential opportunities. Global Presence
As a Private Wealth Management client, you can benefit from the global resources of UBS AG1 — one of the world's largest wealth management firms2 — the extensive capabilities of one of the world's leading investment banks, and the sophisticated portfolio and risk management services of a world-class asset manager.3 We know that individuals with substantial wealth encounter complex financial situations that require highly personalized strategies. We bring insights, experience and expertise from around the globe to address the individual needs of our Private Wealth Management clients. For a Private Consultation
If you have a net worth greater than $25 million and would like to speak with a Private Wealth Advisor about the opportunity to explore how our global wealth management services may serve you and your family's particular needs, please contact Private Wealth Management at 800-308-3140.
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