The Desai Group, based in Chicago, IL, is a trusted team of wealth management professionals with over 20 years of experience in guiding generational wealth. They offer bespoke opportunities and critical investment insight to help families preserve their legacies and enhance their value for future generations. With access to a broad network of large family offices and the resources of UBS Private Wealth Management, they provide solutions to the complex financial and human capital needs of ultra-high net worth clients.
Ajay Desai, the Managing Director and lead Advisor, brings deep capital markets expertise and a focus on managing generational wealth and philanthropic planning. With a track record of understanding the needs of sophisticated clients, he aligns them with the full suite of UBS capabilities. Jim Stirling, with over 56 years of experience at UBS, delivers value to clients through his commitment to helping them achieve their goals and providing comprehensive wealth management services.
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