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.

Solutions for the life you lead

Multigenerational families
Get a deeper understanding of how your family can work together to make decisions about life, business and the legacy you hope to leave behind.

Founders and entrepreneurs
The decision to exit your business is rarely simple. That's why it's never too early to get advice and expertise on the issues you'll face and the plan we develop for each step of the selling process.

Senior executives
Whether you are executing stock options or selling shares within a corporate window, we understand the complexities of these transactions and strive to simplify the process while helping you gain the most from your awards.

Family offices
We harness the power of the firm's institutional and wealth management resources—UBS traders, bankers, analysts and sales teams in every market, product class and currency to serve the needs of the country's most successful family offices.

Philanthropy
As a team, we understand how important it is for our clients to give back to their communities and the causes that are important to them. Together, we address your current charitable affiliations, goals and contributions.

Nonprofits
As Institutional Consultants, we work with your investment committee to create a highly customized investment approach aligned with your nonprofit's mission, spending policy, risk tolerance, liquidity needs and fiduciary responsibilities.

Stewardship your family deserves

With the goal of translating your intentions into a tangible plan for future generations, we work with dedicated teams including family advisory specialist, advanced planning and philanthropy experts.

Our clients are deeply concerned about the role—positive and negative—that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish with your wealth.

Private Wealth Management is an exclusive division within UBS
We access the expertise, global platforms and financial and intellectual strengths of the UBS Private Wealth Management division to guide you and your family toward your most important goals. Whether it‘s helping you pursue a philanthropic passion, a new business venture or a purposeful legacy, these exceptional resources enable us to provide you with innovation and opportunity from across the firm and around the globe.

Planning perpetuates values across generations

What were the values instilled in you? How will you pass them on? We believe the right plan reflects your values— from your work ethic to your philanthropic mission—and integrates your goals across generations.

We model a range of market outcomes to help you “pre-experience“ the impact of important decisions related to investment strategy, liquidity planning and retirement planning. Essentially, we "stress test" the impact of these decisions to help gauge your probability of success and to make the most informed decisions today.

The right plan vs. the optimal plan
Your plan is a commitment you and your family make over time. We'll help you determine the “right“ plan vs. the "optimal“ plan—one that looks beyond the optimal numbers and reflects an integrated view of multigenerational estate, tax and philanthropic goals. It evolves and adapts with you and your family, as your life and needs change over time. Our planning conversations focus on:

Asset titling and ownership
Estate tax liability management
Lifetime gifting strategies
Tax and legal structures such as trusts and philanthropic vehicles
Cash flow planning
Asset replacement solutions such as insurance

A commitment to philanthropy
Philanthropy can be a great tool to educate your children on both the process of investing and the positive impact wealth can have. Ongoing conversations can ultimately lead to their own participation in the decision-making process. We've found in our practice that families with well-defined philanthropic efforts often build stronger bonds and in some cases, greater philanthropic commitment across generations.

Objective advice through an "open architecture" platform

We access solutions from a range of investment platforms—including stock, bonds, private equity and alternatives—to build highly customized portfolios.

We follow a disciplined, centralized investment process using a combination of active and passive strategies. Utilizing an “open architecture“ approach with rigorous due diligence of third party managers, we select best-in-class managers for different components of your portfolio. This approach provides us with the flexibility we need to build highly customized portfolios, negotiate minimums and fees, and align the right manager “fit” with your goals.

Access to universe of private deals and alternative funds

Leveraging UBS‘s deal flow sourced from our Investment Bank and Wealth Management relationships, along with third-party partners, we can offer you access to global private investment opportunities including:

Direct investments in global private equity
Private debt
Direct real estate
Hedge funds

Tailored lending solutions
We can collaborate with our structured financing team to support your complex investment, personal liquidity or leverage needs, including:

Real estate financing
Hedge fund and private equity financing
Securities-backed lending, letters of credit, margin loan
Mortgages
Pre-IPO lending/lending against private stock

_{Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.}

Industry-leading wealth management research
By drawing upon our investment analysis and the global body of thought leadership and market insight of our Chief Investment Office (CIO), we help ensure are clients are receiving the firm‘s best strategic and tactical allocation guidance.

Advanced Planning

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.

Family Office Solutions

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.

Family Advisory & Philanthropy Services

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.

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Driven to deliver beyond expectations

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

The proof is in our numbers

A focus on personalized access and service

Solutions for the life you lead

Stewardship your family deserves

Planning perpetuates values across generations

Objective advice through an "open architecture" platform

You. Connected.

Advanced Planning

Advanced Planning

Family Office Solutions

Family Office Solutions

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Backed by the strength of UBS

A global leader in wealth management

Driven to deliver beyond expectations

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

The proof is in our numbers

A focus on personalized access and service

Solutions for the life you lead

Stewardship your family deserves

Planning perpetuates values across generations

Objective advice through an "open architecture" platform

You. Connected.

You. Connected.

Advanced Planning

Advanced Planning

Family Office Solutions

Family Office Solutions

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Backed by the strength of UBS

A global leader in wealth management

Thank you for contacting us.

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