Beekman Place Associates
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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
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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

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

Your family’s purpose and passion

Your family’s purpose and passion

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.

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Our comprehensive approach

Our comprehensive approach

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.

Cultivating exceptional relationships

Cultivating exceptional relationships

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.

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.

Get in touch

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

Charitable Giving: Rules of the Road

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

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.

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.

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