51 countries
Our global footprint
2019, 2020, 2021, 2022, 2023, 2024, 2025
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. The advisor paid a fee to display the rating logo in connection with the award.
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.
2025
The Barron’s rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with this award.
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.
2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year. The advisor paid a fee to display the rating logo in connection with the award.
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.
2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. The advisor paid a fee to display the rating logo in connection with the award.
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.
2020, 2021, 2022, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. The advisor paid a fee to display the rating logo in connection with the award.
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.
2022, 2023, 2024, 2025
The Barron's rating is awarded annually in July based on information from the Q1 of the award year. The advisor paid a fee to display the rating logo in connection with the award.
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.
With significant wealth, you have opportunities to pursue bold undertakings —the ventures, causes and passions that give meaning and purpose to your life. We are here to help you answer some of life’s important questions:
Hidden Oak Partners is a boutique Private Wealth Management practice supported by the global resources of UBS. We are a diverse, multi-generational team relentlessly focused on delivering customized solutions for ultra-high-net-worth clients. Our goal is to serve as our clients’ outsourced family office, advising on any issue that impacts their financial lives. We provide clients with a customized blueprint, an integrated view of their estate, legacy, tax and philanthropic strategies. We act as problem solvers who proactively identify challenges and opportunities and then drive resolution.
Please reach out to us. We would love to explore how we can be most helpful to you.
Our team is focused on helping affluent families with complex, multigenerational goals and concerns. Though our clients may lead lives abundant in family, passions, wealth and charity, we also believe that helping them preserve and build upon that abundance requires financial planning. Your plan will provide an integrated view of estate, legacy, tax and philanthropic priorities. This custom “blueprint” evolves and adapts with what’s important to you and your family as your life or markets change.
51 countries
Our global footprint
$7 trn
UBS Group invested assets
As of 12/31/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
