Focused on your success

Private Wealth Management

NYC-Midtown view

Wherever you are in your personal or professional journey, our team is committed to having a meaningful impact on your entire financial life. We’re committed to each generation of your family, building long-lasting relationships by providing comprehensive wealth planning, personalized investment management, and impeccable service.

As we work closely with you to meet the challenges you face at each stage of life, count on us to:

  • Always put you and your family’s best interests first
  • Offer the confidence of a goals-based planning approach
  • Engage on a deep level through careful guidance and strategic thinking

In today’s uncertain world, we believe in being proactive and protective. That’s why we keep our focus on your long-term goals with highly personalized wealth planning.

- Ken Gunsberger Managing Director

You. Connected.

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

The proof is in our numbers

$1.5B

Assets under management

As of 12/31/2021

60

Collective years of experience

12

Years in business as a team


Our specialized advice

Our specialized advice

Your family’s purpose and passion

Your family’s purpose and passion

Our comprehensive approach

Our comprehensive approach

Cultivating exceptional relationships

Cultivating exceptional relationships

Our deep experience with multigenerational families and family offices forms the foundation for our advice. We focus on intergenerational wealth transfer and education, as well as providing ample opportunity for all generations of your family to interact with likeminded peers to further your knowledge and share best practices.

We understand that each decision can have far reaching implications for your future and take a truly holistic approach to managing your wealth. From disciplined financial planning to deftly managing the complexities of a multigenerational family, we have the knowledge, tools and resources to bring you tailored solutions and prudent advice—so that you can move forward with confidence.

Many of our clients are highly successful and creative, and our aim is to free them to pursue their vision and passions. We put our collective experience—as well as the backing of a vast network of experts, both within the firm and externally—to work for you. We are there to help with every question or problem and commit to doing whatever it takes to help you succeed.

Trends and perspectives

Backed by the strength of UBS

At UBS, wealth management is at the core of what we do. As a result, our team can draw on an impressive array of resources, insight and thought leadership to bring you the very best solutions for your wealth, including expert advice for your investments and dedicated support for your family.

$2.8 trillion

In invested assets globally 
As of 06/30/2022

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

Insights