Driven to deliver beyond expectations

Private Wealth Management

At Epstein Partners, we understand that every family is unique in its circumstances and challenges

When it comes to growing and protecting your family's wealth, we provide thoughtful, customized solutions with highly responsive service and efficient execution. The boutique family office experience we've created is focused on anticipating your complex needs and exceeding your expectations across each area of your life and wealth. As a team of true collaborators, we sit on the same side of the table with you to help guide you through a comprehensive wealth planning process.

Combining the full scope of UBS with our deep knowledge of investments and tax and estate planning strategies, we are well positioned to serve you and your family for generations to come. Our services extend beyond investing capital, and include customized lending, family wealth planning and education. Unapologetically obsessive about the financial advice we provide, our team is often entrusted as our client‘s “first call.“ We are fiercely driven to deliver solutions that help simplify and enhance the quality of our client's financial lives.

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The proof is in our numbers

4.1 billion

Assets under management

As of 09/30/2022

12

Investment professionals on the team

Recognized by 11
leading financial publications


A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Solutions for the life you lead

Stewardship your family deserves

Planning perpetuates values across generations

Objective advice through an "open architecture" platform

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

You. Connected.

Advanced Planning

Advanced Planning

Family Office Solutions

Family Office Solutions

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Your business

Your business

Your family

Your family

Your legacy

Your legacy

72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

COVID-19 exposed economic disparities, so those with the financial means to help stepped up. UBS Private Wealth Management can help your giving have an even greater impact by connecting you with other like-minded donors.

Business Planning–Accelerate your value

CEPA® Value Acceleration Process

The Value Acceleration Process provides a framework to help business owners with Business Transition Planning.

Peruse our newest insights

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager