Working with your whole family
Our team helps you navigate the inter¬section of family, business, finances and legacy by building strategies that serve current generations and yet are flexible enough to meet the needs of future generations.

Educating the next generation
Will your children and grandchildren be prudent stewards of your family wealth? By offering financial education to each generation, we can help them develop the skills and tools that will allow them to understand and manage their family wealth.

A key focus on philanthropy
We’ll work with you and family members on a holistic philanthropic plan and a process to engage the next generation. Our advice addresses tax-efficient investment strategies, your current charitable goals and contributions and access to local organizations.

Delivering concierge services
You will have access to special events, private banking, trust services, family member support, financial education and wealth transfer planning.

A family governance framework
A clearly-articulated, efficient family governance framework can help to focus investment decision-making, as well as family legacy and business leadership succession.

Ensuring confidentiality and privacy
For each family members, confidence in your financial professional is essential. With complete discretion, we help you protect your family’s interests and manage numerous risks.

Discretionary portfolio management
With a focus on customized solutions, we can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against relevant benchmarks.

Prudent asset allocation
Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This approach allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

The benefits of UBS Private Wealth Management
UBS’s extensive history of working with affluent families provides our team with insights and understanding into the complexities of wealth. Should your needs require, we have established relationships with these select UBS partners:

• UBS Investment Bank
• UBS Private Bank
• Advanced Planning Group
• Portfolio Advisory Group
• Third-party investment managers
• Global Family Office

Your estate
We help coordinate the design and implementation of your estate plan to ensure that you are taking advantage of all relevant gifting guidelines; business succession strategies; insurance, trust and philanthropic vehicles; and navigating successfully potentially complex tax issues.

Philanthropy
We can assess your current charitable goals and integrate philanthropy into your overall financial plan. We will work with you and your family members to effectively execute your philanthropic vision.

Safeguarding multigenerational wealth
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy for each generation.

We combine the boutique experience of a specialized team dedicated specifically to your needs with the global resources of one of the world’s largest wealth management firms.

Count on us to be:

Proactive– by understanding all aspects of your life, we can help anticipate needs, spot issues and reduce risk

Accessible– responsive and quick to resolve any issue, we’re here for you for every need, large or small

Collaborative– our team works closely together, providing regular contact that keeps you informed