You are focused on the task at hand: leading a great company, raising the next round or making your mark in the pros. That does not mean you should put your personal planning on hold.
Our wealth management team works extensively with entrepreneurs, business owners, professional athletes and their families. We help our clients prepare their estates for the future liquidity they are destined to earn, and help plan for the complex challenges you may face—those that are known, as well as those unforeseen. We also help to avail our clients to investment opportunities commensurate with such wealth.
Our mission is straightforward: to help provide the advice and knowledge you need to accomplish your goals. It is our job to make sure you are clear about your options and plan early. To best serve our clients, we have forged close, strategic relationships within UBS—one of largest wealth management firms in the world—and with outside professionals. It is all about you: we are passionate about our clients and the work we do for them.
“We help guide clients to purposefully match capital to address specific goals, much like an endowment or pension plan does. Our investment approach leverages principles of behavioral finance and a stellar investment platform to address specific short-, intermediate- and long-term goals.”
— Jason Chirogianis
Who we work with
Providing personalized access and solutions to select clients
“Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”
— Josh Pottinger
Connecting you to the deep resources of UBS
We see the big picture, from wealth planning to asset allocation to making a philanthropic impact. As UBS Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks.
We have built an extensive network of financial, estate, philanthropic and tax planning specialists who complement and deepen the advice we offer.
Provides comprehensive planning, advice and education to ultra high net worth individuals and families. The team consists of professionals with advanced degrees, extensive planning experience and various areas of expertise.
Harness all our financial competence to select the best investment instruments for you
Our dedicated UHNW CIO specialists covering your individual needs with presence in 13 key financial hubs, including Zurich, London, Hong Kong and New York
An integrated bank with global reach and local presence
Customized, institutional-level multi-asset portfolio mandates to meet targeted risk profiles and specific objectives of our clients
Global platform of nontraditional strategies and structures curated via a rigorous, robust and repeatable investment process across the liquidity spectrum
Consultations about family office setup and structure to help ensure the appropriate solution for management of the family’s wealth
Advice and solutions for family wealth education, intentional communication and decision-making, generational wealth transitions, family governance, philanthropic legacies and more
Wealth strategies for every phase of life
With our team’s extensive planning background, we bring an experienced perspective to the intersection of wealth management and estate planning strategies. We help you navigate the intersection of family, business, finance and legacy by building planning strategies that can meet the needs of current and future generations.
Through our integrated process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.
Is there a fit? Through a higher-level discussion, we determine your needs and how we can potentially be helpful.
We outline how we can be helpful with a suggested ‘road map’ before you commit to working with us.
Once committed, we begin to transfer assets from your current advisors to UBS. We adhere to our ‘client on-boarding’ protocol and keep you abreast of the process the entire way.
We prepare your family’s comprehensive financial plan: define specific goals, establish benchmarks, create extensive investment recommendations and stress test your plan.
In-person meeting to discuss your custom financial plan and investment recommendations.
Our ongoing execution of your wealth management solutions includes monitoring of investment strategy and wealth management plan, adjusting your ‘road map’ and developing your schedule for review meetings.
Our experience makes us insightful investors
By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS’s open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.
We offer open access to an array of financial solutions both within and outside of UBS. We consider all investment vehicles as potential tools for building a customized investment portfolio using a disciplined product selection process.
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
The next 3 years
To help maintain your lifestyle
- Entertainment and travel
- Purchasing a home
4 years – lifetime
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
Now – beyond your lifetime
To help improve the lives of others
- Giving to family
- Wealth transfer over generations
ATX Insights- Lightning in a bottle
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 ½ decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to email@example.com