$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Do the right thing. Four simple words, but to the Feldman Group, they are powerful words that inspire us each day. When it comes to helping our clients pursue the goals that matter, our team is relentlessly passionate about doing the right thing for you, your family and the legacy you’re building.
How do we work? By uncovering opportunities where others see challenges. Without reactive thinking or emotional bias, we address your priorities head on, connect you to expansive global resources within UBS Private Wealth Management and help you make informed decisions with confidence. From portfolio structuring and multigenerational planning to estate planning strategies and business transition solutions, nothing is more important to us than your financial well-being and taking care of the people and causes you value the most.
You. Connected.
We are members of the exclusive UBS Private Wealth Management division of our firm. As a Private Wealth team, we are well-positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support you deserve.
• Private Wealth Management is the ultra-high net worth boutique division of UBS
• This select group of advisors is dedicated to serving the complex needs of our firm’s most successful clients
• We’re trained and experienced in providing advice that looks beyond the math and well beyond your investment portfolio
When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will remember, we believe connection is the key to transforming ideas into actions.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager