• A family office level of attention. Our team helps you navigate the intersection of family, business, finance and legacy. We work with your whole family to develop strategies that serve current generations and yet are flexible enough to meet the needs of future generations.
• Personalized client service. Long time clients who have become close friends are a testament to the quality of service we provide. They rely on our proactive and compassionate client service team for a host of critical financial and administrative needs.
• A network of resources. By working closely with your accountants, attorneys and trusted advisors, as well as our network of financial professionals within and outside UBS, we can incorporate all perspectives into one comprehensive approach.
• Keeping on track. We schedule regular meetings on a monthly, quarterly or semiannual basis, based on your preferences and what works best for you. This frequent and planned communication keeps us on track to meeting your goals and objectives.

Read more: Your personal CFO

• Portfolio management. Our team is grounded in the best practices of prudent asset allocation and risk management. From equities to fixed income to hedging strategies, we build custom portfolios based on a system for identifying the most tax-efficient and risk-conscious ways to construct your investments.
• Targeted returns. We look at your assets and liabilities, family dynamics and cash flow needs to help determine a rate of return that aligns with your goals.
• Cash flow. We allocate stable, liquid assets to a portion of your portfolio to help mitigate inevitable market drawdowns.
• Sustainable investing. Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return.
• Diversified asset allocation. We aim to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
• Active risk management.We design and manage our portfolios to perform over full market cycles. With deep analysis and due diligence, we help manage risk and position you to take advantage of opportunities.
• Tax mitigation strategies. Understanding the tax consequences of your investments and the potential impact on your financial plan is an integral piece of our approach. In coordination with your CPA and estate attorney, we will help you develop tax-efficient strategies for managing your wealth.

Read more: Our process

• Retirement and lifetime income planning. Our team can work with you to protect your lifestyle and livelihood in retirement. We will help you understand such influences as risk and investment time horizon and evaluate your current asset allocation.
• Trust and estate planning. We have the experience and the network to help with protecting 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 staff, who are highly experienced in handling trusts.
• Lending solutions. Borrow wisely, the way you want it. Whether you need securities-backed lending, a mortgage or tailored credit solutions, we provide options for your unique situation.
• Insurance consulting 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 consulting. 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.

Read more: Liquidity. Longevity. Legacy.