We know that your family’s wealth is much more than your financial capital. That’s why we support and enhance the human and intellectual capital of each family member.

• Financial capital. Our goals-based planning approach connects all aspects of your financial life.
• Intellectual capital. By working with a select number of families, we can help educate, mentor and advise in a very personal way.
• Human capital. We’re driven to help you succeed in life so you have the freedom to pursue your passions and happiness.

Our in-depth discovery process results in the construction of an integrated wealth plan that serves as a road map for meeting your personal and professional goals.

• Wealth planning. Our approach begins with a full understanding of your vision for the future, whether you are navigating life’s milestones, managing a business transition or planning your legacy.
• Estate planning strategies. We have the experience and the network to address the complexities of your estate and philanthropic needs.
• Tax-advantaged strategies. Whether you are developing a business succession strategy, managing a large liquidity event, planning your estate or building your legacy, our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.

Our process

With direct access to the global resources of UBS, we offer timely perspectives, customized investment management and a fully integrated suite focused on protecting and growing your assets.

• Money management. With a focus on solutions specific to your situation, our team provides a variety of strategies that enable us to build custom, tax-efficient portfolios.
• Income and asset protection. Through our comprehensive due diligence and planning process, we help determine your goals, growth and income needs, and tolerance for risk.
• Open access and objective analysis. We provide access to an open platform of financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis.

By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships. We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms.

• Education and mentoring. Because we purposefully limit the number of clients we serve, we can focus on providing the kind of education, support and intellectual capital that can help you make life-changing financial decisions.
• Communication on a deep level. Our flexible communication plan is tailored to your needs and schedule. Our streamlined model promises scheduled monthly calls—including quarterly reviews and in-person meetings— and allows us to engage on a deeper level than other Advisors.
• The perspective of one of the world’s largest wealth managers. With UBS’s heritage spanning more than 150 years, we are committed to offering trusted financial advice that is specific to your goals. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.