Access and opportunity for exceptional families Private Wealth Management

In the rarified space of significant wealth, we understand your status is a reflection of your success, your passion and your heritage. We have built a deep history with a highly select clientele of multigenerational families, entrepreneurs and family offices across the country by providing access to the global resources of UBS.

At UBS Private Wealth Management, an exclusive division within one of the largest wealth managers in the world, we leverage our global platforms and connect clients to the financial prowess of our experts across disciplines. Our team’s background in institutional investing gives us the perspective and knowledge you need to help unlock opportunities, preserve wealth and create continuity.

The value of the Family Office Consultant (FOC)
Jay Williams is among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant (FOC) business designation. They have demonstrated the 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 their clients face, FOCs align specific needs to the full suite of UBS capabilities.

The Family Office Group






6070 Poplar Ave
Suite 400
Memphis, TN 38119





“Every member of our team has spent their entire career working exclusively with exceptional, affluent families and their family offices—it’s all we do.”

— Jay Williams

Elite access

Connecting you to the resources and network of UBS

As UBS Private Wealth Advisors, we can provide access to the highest levels of senior leadership at the firm, our global platforms, and a vast network of financial and intellectual experts in Wealth Management, Asset Management and our Private and Investment Banks. By teaming with other select UBS Advisors and by working directly with your accountants and estate attorneys, we can get you the right resources at the firm, directly and efficiently.

Comprehensive planning

Wealth strategies for each generation

Through our unified financial planning process, we help prioritize your pre- and post-liquidity goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies. With our team’s extensive private wealth background, we bring an experienced perspective to the intersection of wealth management and estate planning. In that way, we can help you care for future generations and charitable organizations with the least possible tax impact.

Your family office

A customized advisory platform

We seamlessly integrate comprehensive wealth management with institutional-level investment solutions for family offices. Our team also understands the dynamics of families working together to make important life decisions. Working with the UBS Global Family Office and Family Advisory and Philanthropy Services groups, we can help bridge generations to offer advice on family decision-making, business transition, wealth transfer and family office governance. Collaborating with our Family Office Solutions Group, we bring the best of UBS insight and expertise to our clients—helping them explore highly bespoke opportunities for growth, capital preservation and wealth transition.

Institution-level solutions for individual clients

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.

  • Multi-step investment process
  • Tailored asset allocation
  • Global private equity and private real estate
  • Management of illiquid, concentrated positions
  • Investment advisory fiduciary responsibility

“In today‘s uncertain economy, you need a team that is proactive, providing a global network of resources.”

— Aaron Fuller, CIMA®

Helping your wealth create greater impact

We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. Collaborating with your tax and legal specialists, we’ll help you achieve your specific estate planning and charitable giving goals. That’s how we’ll help the wealth you leave behind create more impact for the people and causes who mean so much.

  • Pre-transaction planning
  • Tax liability minimization
  • Wealth transfer strategies and vehicles
  • Charitable giving strategies

“We’ve developed long-lasting relationships by providing trusted advice and personalized service for building a lasting legacy.”

— Rachel Wohlfarth

Shaping your multigenerational legacy

When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. Attuned to preserving the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

  • Proprietary financial literacy program
  • Proprietary access to exclusive UBS events, including the Young Successors Program and Philanthropy Forum
  • Business succession planning
  • Family foundation considerations, set-up and supervision
  • Financing and advisory solutions for real estate, art collections, aircraft, hedge fund portfolios, securities backed lending and more

“Today’s wealthy families’ lives are complex. We can help organize and manage each generation’s specific situation.”

— Lyndsey Harmon

Jay Williams has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019
  • Barron's Top 1,200 Financial Advisors, 2019, 2018
  • Financial Times’ Top 400 Advisers in the US, 2018, 2017


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Creating a lasting and positive impact

Creating a lasting and positive impact