Experience

That inspires confidence

We have a clear vision: To deliver the investment consulting experience and private wealth solutions of a global private bank while providing the exceptional access and service of a boutique.

We harness the full power of UBS's global capabilities to help you navigate every challenge and opportunity. Our services extend far beyond investing capital, including advanced planning, tailored lending, pre- and post-liquidity planning, investment banking, philanthropic advisory, and multi-generational family financial education.

adam.epstein@ubs.com
Adam F. Epstein, CIMA
100 West Putnam Ave,Greenwich,CT,06830