$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Do the right thing. Four simple words, but to the Feldman Group, they are powerful words that inspire us each day. When it comes to helping our clients pursue the goals that matter, our team is relentlessly passionate about doing the right thing for you, your family and the legacy you’re building.
How do we work? By uncovering opportunities where others see challenges. Without reactive thinking or emotional bias, we address your priorities head on, connect you to expansive global resources within UBS Private Wealth Management and help you make informed decisions with confidence. From portfolio structuring and multigenerational planning to estate planning strategies and business transition solutions, nothing is more important to us than your financial well-being and taking care of the people and causes you value the most.
You. Connected.
We are members of the exclusive UBS Private Wealth Management division of our firm. As a Private Wealth team, we are well-positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support you deserve.
• Private Wealth Management is the ultra-high net worth boutique division of UBS
• This select group of advisors is dedicated to serving the complex needs of our firm’s most successful clients
• We’re trained and experienced in providing advice that looks beyond the math and well beyond your investment portfolio
When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will remember, we believe connection is the key to transforming ideas into actions.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The famed New York City Village Halloween Parade almost didn't happen in 2021 but Private Wealth Advisor Jason I. Feldman stepped in.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
An overview of philanthropic strategies and their impact to help you evaluate different options.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
