$3.9 trillion
In invested assets globally
As of 12/31/2022
Navigating complex global markets, life events, and ambitious pursuits in the ever-changing financial landscape can be overwhelming alone. At the DellaRusso Sullivan Group, we understand every family faces unique challenges. Our team of experienced Private Wealth professionals are dedicated to building a customized plan with timely solutions that serve you and those you care most about.
Our team has provided steady guidance to clients throughout the decades and many market disruptions. As members of the exclusive Private Wealth Management Division at UBS, located in the New York City headquarters, we have direct access to the thought leaders and decision makers within UBS. Providing targeted access to the global resources of UBS and highly customized investment and planning guidance, we will work with you to:
UBS being a true wealth management firm with global access is important to our client base. It allows us to leverage our firm‘s capabilities in order to address our clients‘ complex needs.
Bringing the global resources of UBS to you
Personal connections built on a network of services Our team understands complex wealth and the individuals and families who create it, inherit it and pass it on. They count on us for comprehensive planning, access to banking and lending services, insurance and liability management, education planning and wealth transfer strategies.
As UBS Private Wealth Advisors, we offer access to our global platforms and the financial and intellectual strengths of our specialists across the firm. In addition, our network of financial professionals—within and outside UBS—can help bring clarity to your complex challenges and incorporate all perspectives into one comprehensive approach.
Clients count on us to work directly with their accountants, estate attorneys, insurance professionals and a wide range of UBS banking and investment specialists. We incorporate all perspectives into one integrated approach. This holistic perspective has created strong bonds across generations and helped earn our clients’ lifelong trust.
Advanced planning
With extensive experience in wealth planning, estate tax and philanthropy, UBS' Advanced Planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth
UBS Global Family Office
This highly specialized team seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices
Family Advisory and Philanthropy Services
This group offers solutions that extend beyond your portfolio, including advice on family decision making, business and generational transitions, wealth transfer, family office governance and philanthropic aspirations
Portfolio Advisory Group
Exclusively dedicated to sophisticated portfolio structuring, the group uses advanced quantitative analysis, proprietary research and dynamic diversification to fulfill your custom asset allocation
Credit and liquidity solutions
Through the extensive UBS Banking network you can access innovative credit solutions such as securities-backed lending, pre-IPO lending, mortgages and tailored financing
CIO Americas, Wealth Management
Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager