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Ryan McClellan
Managing Director, Family Office Consultant & Private Wealth Advisor, UBS Private Wealth Management
Ryan McClellan is a Managing Director and Family Office Consultant at UBS Private Wealth Management, based in Los Angeles, California.12 As a designated Family Office Consultant, he provides a wide range of resources to private family entities that have been formed to manage significant family wealth.2
Professional Experience
McClellan has extensive experience in the wealth management industry:
- He has been with UBS for 16 years.3
- His total professional experience spans 24 years.3
- He is part of the Private Family Wealth Partners team at UBS, which collectively has over 150 years of experience.1
Role and Expertise
As a Family Office Consultant and Private Wealth Advisor, McClellan:
- Offers expertise in advanced estate and tax planning strategies, philanthropic giving, family governance, risk management, and financing.1
- Provides services to ultra-high net worth clients, including entrepreneurs, real estate professionals, entertainers, and established family offices for billionaires.1
- Has access to UBS's global resources and is part of a select group of advisors with specialized knowledge in serving clients with over $100 million in assets.1
Team and Assets Under Management
McClellan is part of an 11-person seasoned team at Private Family Wealth Partners, which:
- Manages over $30 billion in assets.1
- Offers a boutique feel while being backed by UBS, the largest wealth management firm in the world.1
Ryan McClellan's expertise and position within UBS allow him to provide comprehensive wealth management services to high-net-worth individuals and families, helping them navigate complex financial issues and create lasting legacies.
