We recognize and appreciate the determination, sacrifice and discipline required to build substantial family wealth.
We believe every family, looking at the next generation, hopes to impart advantages that are more than just material and financial. Investment advice is fundamental to our relationship. However, we look beyond our investment philosophy to a bigger vision: Helping to preserve your family’s wealth, and sustaining your family’s legacy and values for generations to come.
Count on us to:
- Provide investment discipline that adheres to your big picture goals
- Engage each generation of your family
- Deliver high-touch service for all aspects of your life, beyond investing
- Earn your trust by being accountable and communicating effectively
Our office locations
55 William Street
Wellesley, MA 02481
1285 Avenue Of The Americas
New York, NY 10019
“We are very involved in the lives of our clients. We’re often the first call they make when facing important life decisions. Relationships like this are built on trust.”
— Jessica Jun Guo
Focused on the needs of each generation
Our team helps you navigate the intersection of family, business, finance and legacy by building planning strategies that serve current generations and help meet the needs of future generations. No matter what phase of life you are in or the complexity of your financial situation, we offer a disciplined process for building a tailored, comprehensive plan.
Trust and legacy planning strategies
Your family’s financial security may depend not only on how you manage your wealth today, but also how you protect and preserve it for the future. Estate planning and personal trusts can help ensure ongoing management of your assets, help minimize or eliminate estate and transfer taxes and protect your assets across generations.
We take the time to understand your family wealth dynamics and the important decisions you face. As dedicated planning specialists, we provide timely strategies that help grow and protect income and safeguard the preservation and transfer of wealth.
A key focus on philanthropy
We’ll work with you and your family members on a philanthropic plan and participation process for the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions and access to local organizations.
Specific guidance for non-U.S. residents
The Guo Group at UBS is dedicated to providing world-class investment management and comprehensive wealth planning to clientele that live across the United States as well as internationally.
We specialize in working with non-U.S. residents who have financial assets in the U.S. and/or who would like to create a legacy for their heirs in the U.S. As such, the team is well-versed in the cross-border rules, estate planning strategies, and investment solutions unique to international clientele.
Our team members are highly credentialed, including the International Wealth Management Advisor designation. In addition, members of the team speak fluent Mandarin, Cantonese and Shanghai dialects.
Customized strategies focused on your priorities
With direct access to the global resources of UBS, we can help you weather market uncertainty with timely perspectives, customized investment management and a fully integrated suite of financial solutions. We will work with you to provide tax-advantaged programs and quality investment strategies tailored to your needs.
Customized portfolio management
As your discretionary portfolio manager or by working with select money managers, our team builds custom portfolios from a broad array of investments that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments and quickly adapt to global changes in the markets or in your life.
Asset allocation and risk
Through our comprehensive due diligence and planning process, we gain a deep understanding of your entire financial picture. This allows us to craft an asset allocation based on your financial plan that seeks to balance your tolerance for risk with your family’s growth and income goals.
We are product-agnostic. We provide advice on and access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined planning process, ensures our team develops customized strategies specific to your unique situation that are based on highly focused research.
Communication on a deeper level
We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms. Our team’s high-touch service helps to simplify your financial life by connecting you to the guidance and resources you need.
Support across your family
Families with significant wealth demand a flexible platform. For those families that have accumulated considerable wealth and require an institutional approach to their complex needs, we offer highly customized services.
Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Proactive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.
Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys. By working closely with your other advisors, as well as our network of UBS and outside financial specialists, we can incorporate all perspectives into one integrated approach.
Jessica Guo has been recognized as an industry leader
- Forbes Top Women Wealth Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Working Mother Magazine Top Wealth Adviser Moms, 2018, 2019, 2020