Assets under management
Our New York-based team advises a select group of exceptional business builders and their families, supporting them with out-of-the box thinking and total wealth advice for every stage of their life. Because we started out as entrepreneurs ourselves (see how partner Emily Rubin, transformed her family business www.forbes.com/top-wealth-advisors), we bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of your personal and business life, from launch through exit and beyond.
We will work with you to help answer your most important questions, such as:
"Entrepreneurs seek us out because they have learned how our deep focus on their specific needs combined with our having been in their shoes as entrepreneurs ourselves has enabled us to guide other entrepreneurs and their families through the important financial decisions they faced. Though brilliant, they don’t have the passion or expertise to manage their wealth with the intensity they applied to building their businesses.”
—Ken Shapiro, Private Wealth Advisor, Family Office Consultant
See case studies of how we've helped other entrepreneurs
Proprietary planning strategies for entrepreneurs
Our advice and guidance is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture.
Read our report on Planning for the sale of a closely held business
We understand that entrepreneurs are different than most other people. They offer a fresh approach or a new solution that the rest of us never knew we needed. We get it because we started out as entrepreneurs ourselves.
Our team offers a comprehensive approach to wealth management, whether you‘re looking to manage existing liquid assets you have already accumulated, are still building capital and growing your business, are selling your current business, or transferring wealth. By working exclusively with entrepreneurs, CEOs and their families, we have honed the process for helping you make thoughtful, informed decisions about reaching your personal and business goals.
Advanced Planning/Family Office Solutions Group
Head of Tailored Lending East
Head of Family and Philanthropy Advisory
Managing Director, OneBank Coverage
Equity derivatives specialist
Assets under management
In invested assets globally
As of 06/30/2022
Our global footprint
UBS is a world-leading wealth manager
A conversation about the joys and challenges of being an entrepreneur with Ron Gonen