The Forensic Investment Team at UBS Financial Services Inc. in Dallas, TX is a dedicated investment team with over 40 years of wealth management experience. They specialize in managing investments and sophisticated relationships for business owners, executives, family offices, and institutions with significant wealth, utilizing UBS's global capabilities and resources. Their unique ability to recommend concentrated equity positions and their expertise in evaluating and investing in select private equity offerings set them apart, along with their access to senior strategists, research analysts, portfolio managers, and tax and estate experts across the firm.
As the world's largest global wealth manager, the Forensic Investment Team at UBS is uniquely positioned to provide bespoke solutions and execution spanning across the globe, offering boutique solutions and private wealth management services to their clients.
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