51 countries
Our global footprint
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 Investment Philosophy
At Hidden Oak Partners, we construct portfolios based on a comprehensive understanding of your unique goals and objectives. Our investment approach prioritizes preservation of principal, while seeking to optimize growth in a tax-efficient manner. We manage your portfolio in conjunction with your customized blueprint, adjusting course as necessary. Your investment portfolio is a vehicle through which we can help you pursue your financial goals.
A comprehensive view
A picture of the present
Before creating a plan for the future, we need to understand your current situation. We gather and review all of your financial statements, planning documents and insurance policies, and construct a balance sheet using this information. The balance sheet provides us with the present picture of your net worth, your current allocation and your exposures. This comprehensive view is the foundation for building a financial plan that addresses your current needs and your long-term goals.
A custom blueprint
A plan for the future
Once we have a clear understanding of your situation, we work with you to create a tailored financial blueprint. We apply our knowledge of traditional and alternative investment strategies to implement a portfolio designed to help you pursue your goals while incorporating your tolerance for risk. We also utilize our extensive wealth planning and philanthropic capabilities to ensure that planning strategy and charitable entities reflect your current ideals.
2022, 2023, 2024
The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March 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.
2022, 2023, 2024
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.
2023, 2024
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.
2019, 2020, 2021, 2022, 2023, 2024
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.
2019, 2020, 2021, 2022, 2023, 2024
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.
2020, 2021, 2022, 2023, 2024
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.
Michael Norman, sprinter on the US Olympic Track & Field team, and Wendy Holmes break down what you need to know about taxes.
Adrianna Franch, goalkeeper for Kansas City in the National Women's Soccer League, and Wendy Holmes discuss how to prepare for the next financial emergency.
Wendy Holmes dives into the UBS Own Your Worth report findings in this Bloomberg TV segment.
Over the years, Hidden Oak Partners has grown and developed. Our media archives showcase what we find most important: our team values, how we take care of clients, and the causes that are meaningful to us.
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.
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Wealth Strategy Associate
Executive / Team Assistant
Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Structured Solutions Consultant
Executive Director
Senior Wealth Strategist
Managing Director
Head of Sports and Entertainment
Executive Director
Senior Wealth Strategist
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Wealth Strategy Associate
Executive / Team Assistant
Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Structured Solutions Consultant
Executive Director
Senior Wealth Strategist
Managing Director
Head of Sports and Entertainment
Executive Director
Senior Wealth Strategist
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.
51 countries
Our global footprint
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
