Delivering multigenerational experience and expertise
Throughout our nearly 150 years of collective experience— roughly 30 years per partner on average—our mission has remained the same: to proactively advise our clients on the wide range of issues that come with substantial wealth. Investing is a critical component to preserving and growing assets, but there is so much more that our clients need to address. We bring in expertise and resources to help guide our clients on such topics as advanced estate and tax planning strategy, philanthropic giving, family governance, risk management, financing and many other areas.
Serving the interests of our clients
Clients—ranging from entrepreneurs, real estate professionals and entertainers to established family offices for billionaires—have entrusted us with over $3 billion of assets. We see it as an honor and a privilege to advise our clients and have always put their interests first. Working with us, our clients can expect our complete commitment to their financial well-being and the uncompromising integrity, service and stewardship of a multi-family office. We are focused on the issues of importance to our clients, providing thoughtful, objective and transparent advice. Striving to be champions of our clients and their unique lives, our goal is to help them navigate issues of today confidently while create a legacy for tomorrow.
Boutique feel, backed by the financial strength of the largest wealth management firm in the world
We are supported by the resources of the largest wealth management firm in the world,* UBS, and are part of a dedicated division for ultra high net worth clients, Private Wealth Management, enabling us to make our practice feel like a small boutique firm. Additionally, we are one of a select group of designated Family Office Consultants, based on our experience and expertise with clients who have over $100 million of assets, which gives our team and clients even greater access to the key people, resources and services within the firm.
* Scorpio Partnership’s “Global Private Banking Benchmark 2018”
The strength of UBS
One vision. More than 150 years.
In a competitive industry where wealth management advice abounds, we believe that we offer you a truly comprehensive collaboration. To us, UBS is where our clients are best served. Throughout its history of more than 150 years, UBS has had one vision—helping clients pursue lifelong financial well-being.
With extensive global wealth management, investment banking and asset management resources supporting us, we can access specialists in all areas of complex wealth structuring and planning. Our dedicated research team provides us with additional clarity and intelligent perspective. At UBS, we’ve never been better positioned to deliver the advice you need and deserve to pursue what matters most.
UBS has received worldwide industry recognition
Best Global Wealth Manager Euromoney, 2015 – 2020
Ultra High Net Worth ($30 million - $250 million), Euromoney, 2019 and 2020
Best Services for High Net Worth Clients (USD $5 million – USD $30 million) Euromoney, 2015 – 2020
Best Family Office Services Euromoney, 2017 - 2020
Best Research and Asset Allocation Advice Euromoney, 2015 – 2020
Best Services for Philanthropy and Social Impact Investing Euromoney, 2015 – 2020
Best Services for International Clients Euromoney, 2015 – 2020
Best Services for Succession Planning Advice and Trusts Euromoney, 2015 – 2018
Best Services for Succession Planning Advice and Trusts Euromoney, 2015 – 2020
Best Global Private Bank Euromoney, 2016 – 2020 PWM The Banker, 2017, 2016
Best Bank for Wealth Management in North America Euromoney, 2017
Asia’s Best Bank for Wealth Management Euromoney, 2018
Top Wealth Manager in the World WealthManagement.com, 2018
The power of access
Private Wealth Management
As Private Wealth Advisors within the exclusive Private Wealth Management division, we can access the full scope of UBS global resources to help our clients and their families fulfill their most important goals. Highly trained, we help address every dimension of your life and your wealth to develop a plan that’s truly personalized for you.
What’s more, Private Wealth Advisor Ryan McClellan is a Family Office Consultant (FOC).
A select group of Financial Advisors have earned this UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ryan, as an FOC, aligns specific needs to the full suite of UBS capabilities. Working together, he strives to help these clients address critical concerns to pursue their most important goals.
Our team understands the dynamics of families working together to make important life decisions. Collaborating with our Family Office Services Group, we bring the best of UBS insight and expertise to these exceptional clients— helping them explore highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions.
Working with Family and Philanthropy Advisory Services, we:
- Design and facilitate productive family meetings
- Help you transform family values into a shared family vision
- Create engaging wealth education sessions for the rising generation
- Promote a meaningful intergenerational dialogue about what really matters
The better we understand your philanthropic vision, the more effectively we can help you transform it into meaningful impact. Our dedicated team of philanthropy experts helps us address your current charitable goals, engage the next generation and design a strategy that reflects your passions and your values.
The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.
Our investment recommendations are well-informed. This extensive global network of analysts, resources and thought leaders provides credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends.
This centralized platform harnesses the full scope of the firm’s institutional and wealth management resources to serve the needs of successful families around the world.
The value of our relationship
Working with Abrams, Calvert, McClellan, Wendorf & Chase
Our insight reflects our history of working with clients with different lives, professions and challenges. From multigenerational family offices to professional investors, corporations and entrepreneurs, we provide you with a deep level of advice and a broad solution set.
We have nearly 150 years of combined experience among our five advisors:
- Stan Abrams: 52 years of experience, since 1968
- Bill Calvert: 39 years of experience, since 1981
- Kirk Wendorf, CFA, CFP®: 28 years of experience, since 1992
- Ryan McClellan: 20 years of experience, since 2000
- Ryan Chase: 10 years of experience, since 2010
We offer multigenerational advice and continuity Our team members have wealth management careers that bridge five decades and multiple market cycles. These diverse perspectives help us address the needs of clients from every generation.
Our industry recognition
Ryan McClellan has been named one of the country’s top financial advisors by Forbes, Barron’s and The Financial Times.1
- Financial Times 400 Top Financial Advisers, 2016 – 2019
- Forbes Best-In-State Wealth Advisors, CA, 2019, 2020
- Barron’s Top 1,200 financial advisors, 2019
William Calvert has been named one of the country’s top financial advisors.
- Forbes Best-In-State Wealth Advisors, CA, 2020
Ryan McClellan and William Calvert have been recognized as an industry leaders
- Ryan McClellan, Barron's Top 1,200 Financial Advisors, 2019
- Ryan McClellan, Forbes Best-In-State Wealth Advisors, CA, 2019, 2020
- William Calvert, Forbes Best-In-State Wealth Advisors, CA, 2020
- Ryan McClellan, Financial Times Top 400 Financial Advisers, 2016, 2017, 2018, 2019