• Multigenerational strategies. We share your concerns: We’ve cared for elderly parents and put kids through college. No matter what the age, we work with multiple generations within families to advise on prudent strategies that will allow your legacy to endure.
• Estate planning strategies. Our comprehensive planning, which includes tax minimization strategies and transition planning, can help grow your assets across generations.
• Philanthropy. We’ll help you find tax-efficient ways to ensure that each dollar you give will have maximum impact in terms of the good you can do. We help you leave your personal impact for causes you feel strongly about.
• Experienced investment planning. Our team, which includes two Senior Portfolio Managers, has a broad range of experience with asset allocation, investment management and risk assessment. As discretionary portfolio managers, we develop tailored portfolios unique to our clients’ goals.
• Sustainable/ESG investing. We believe, along with many of our clients, that investing sustainably can generate a measurable social and environmental impact potentially without having to compromise financial returns.

We can help you navigate the challenging times of life transition by carefully revisiting your financial plan with you. Our goal is to work with your other trusted advisors to:

• Reassess your goals. It may be time to define new short- and long-term goals to meet your new financial situation.
• Outline your new cash flow. This may include creating a budget, developing a savings plan and restructuring debt.
• Update estate planning documents and beneficiary designations. It’s important to make sure your estate plan, insurance policies, retirement accounts and other assets are current and titled properly.
• Assist you during a divorce. It’s crucial to have financial guidance during this difficult time of transition. Our team member, Josh Hollander, holds the Certified Divorce Financial Analyst® (CDFA®) designation and understands the specialized needs of divorcing clients.

• A long retirement. The right investment mix is needed for a lengthy retirement in order to provide income and help keep pace with inflation.
• A focus on diversification. Diversifying income streams will be important throughout your retirement as changes in the economy and your life may affect your portfolio.
• Tax planning. We’ll collaborate with your trusted advisors to take steps to help you reduce your tax burden.

We know that it’s important to you to continue to live the lifestyle you’re accustomed to when you stop working. Our goal is to help you achieve your retirement dreams.

Our team builds on UBS AG’s 150-year tradition of service by providing many of today’s wealthiest individuals and families with clear and consistent service that anticipates their needs. Our services include comprehensive planning, credit and liquidity solutions, education planning and wealth transfer. We are here, as a team, to collaborate with you as you pursue your goals.

• Support across your family. We deliver a broad array of services; our highest priority is establishing confidence and trust. We discuss your personalized financial plan through regular calls and meetings that fit your schedule. We believe in working within families in order to create continuity and educate about wealth preservation and transfer.
• Financial and administrative tasks. Our trusted and highly experienced client service team is focused on fulfilling your financial and personal needs. They’ll help you stay connected to your financial world, from setting up online services, to handling statements and tax information. Our team is committed to personal attention to client issues and rapid follow-through.
• Coordination with other advisors. We can work closely with your accountants, attorneys and other trusted advisors. In addition, we have a large network of legal and tax professionals. We’ll arrange meetings and accompany you to present integrated strategies.