With five decades of experience and a deep background in global wealth management, investment research and estate planning strategies, our team offers a highly personalized approach to pursuing your goals. We promote open and regular contact with each generation of your family so we can provide the collaborative guidance you seek. Working together, we’ll help you plan for your goals by providing answers to essential questions about your wealth, life, business and legacy.
Advice for what matters most
How we tailored our solutions for our client‘s unique goals
We explore every opportunity for our clients to get them the solutions they require. Going that extra mile is “business as usual“ for us.
A thorough assessment helped reduce a nonprofit’s risk
How we helped this organization align their investment portfolios with their goals
By taking a comprehensive approach, we provided prudent investment advice that helped the trustees of this non-profit reduce risk while continuing to pursue their critical funding goals.
Global capabilities provided powerful execution
How U.S.-based employees liquidated company shares in Asia
Accessing our global platforms and specialists in Specialized Securities and International Trading, we executed U.S.-based employees’ stock sales quickly and systematically.
Maintaining control of your legacy
How we helped our client protect and direct his wealth for future generations
By working proactively with our client in collaboration with his other advisors and UBS specialists, we were able to effectively communicate the value of legacy planning. Discussions with his tax and legal advisors helped inform and align our recommendations into a tailored strategy for transferring wealth to the next generation.
The value we look to provide: Advice. Beyond investing.
How delivering more than investment advice instills confidence
Looking at our client’s entire financial life, we worked proactively with him and his family to address a number of needs—beyond his investment portfolio. Our thoroughness earned his confidence in us, but also demonstrated to our client that we cared deeply about his financial well-being and his family’s future.
Accessing the right resources for a successful sale
How we helped our client maximize the benefits from his company’s acquisition
Our network of resources and expertise in planning and acquisition provided a valuable combination of strategic insight and solutions to support this acquisition. Thanks to this collaboration, we established a business that was viable and in compliance will all the terms of the deal.