Heather George

Senior Strategist, Executive Director, Family Advisory & Philanthropy Services @UBS

Chicago, IL, US

As a Senior Strategist with Family Advisory and Philanthropy Services Americas, Heather works with clients to develop and execute a plan to achieve true multi-generational success. She advises families on their relationship with money, values and philanthropic intent. Heather focuses on the intersection of the five types of capital: human, intellectual, social, spiritual and financial.Heather supports families through wealth transition in areas such as family governance, education, and philanthropy as families seek guidance in developing cohesive strategies to bridge generations and build legacy. She is known for her ability to help clients think deeply in ways they might not have done before and her ability to absorb and distill complex information and reflect it back in a way that brings clarity and resonates with clients. Working alongside Advisors, her goal is to ensure UBS remains the provider of choice for Ultra High Net Worth Clients by anticipating and responding to the diverse and evolving needs of clients.

St. Lawrence University

BA, Foreign Languages

University of Chicago

Master's degree, Harris School of Public Policy