Forensic Investment Team - Ubs Financial Services

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100 Crescent Ct
Dallas, TX 75201

The Forensic Investment Team at UBS Financial Services in Dallas, TX, is a specialized investment team with over 40 years of wealth management experience. They focus on managing investments and relationships in pre-liquidity and post-liquidity situations for business owners, executives, family offices, and institutions with significant wealth, leveraging UBS's global capabilities and resources.

With a unique ability to recommend concentrated equity positions and direct access to senior strategists and experts across the firm, the team excels in evaluating and investing in select private equity offerings. Their approach is tailored to meet the sophisticated needs of high-net-worth individuals and families, ensuring bespoke solutions and execution on a global scale.

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