51 countries
Our global footprint
More than wealth management. A relationship grounded in trust.
We listen with intention, anticipate thoughtfully, and advocate with care—bringing clarity, confidence, and grace to every aspect of your financial life and the legacy you’re shaping.
Managing your wealth goes far beyond your investments. It requires a holistic understanding of your entire financial life—trust and estate planning, tax-efficient strategies, liquidity planning, and tailored solutions for complex or unique situations. We serve as the strategic connector across your advisory team, bringing everything together with clarity, purpose, and personal engagement.
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 and family offices.
Managing Director–Wealth Management
Financial Advisor
Team Business Manager
Senior Wealth Strategy Associate
Relationship Manager
Relationship Manager
Wealth Management Analyst
Portfolio Associate
Managing Director–Wealth Management
Financial Advisor
Team Business Manager
Senior Wealth Strategy Associate
Relationship Manager
Relationship Manager
Wealth Management Analyst
Portfolio Associate
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.
2019, 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.
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, 2026
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.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
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.
Wendy Holmes rings the bell at the NYSE with Breast Cancer Research Foundation
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
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
