A singular focus

Private Wealth Management


Committed to delivering excellence for over two decades

Our clients count on us to spend time understanding the unique dynamics and goals that define each individual relationship. We work with a highly select group of individuals and families, endowments and foundations, Forbes 400 business owners and entrepreneurs, as well as hedge fund and private equity principals.

Based in New York, Palm Beach and Boston, our strong relationships across UBS allow us to tap the global resources of one of the world's largest wealth management firms on on behalf of our clients. For each client’s unique set of goals and aspirations, we craft highly personalized strategies—whether coordinating closely with the fi rm’s estate planning and philanthropy specialists or working with our investment bank to solve complex issues. For multigenerational families, our team is skilled at guiding younger generations on wealth, education, career and charitable giving.

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Exceptional Caliber

6.2 billion

Assets under management

26 years

navigating complex wealth challenges


client to team member ratio

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Comprehensive guidance

Access to a depth of resources for the full range of your individual needs

To bring you smart, sophisticated solutions for the various dimensions of your financial life, we consider the larger context of where you are now and all you want to accomplish—from investing to family governance to creating a legacy that expresses your values.

Understanding the importance of connecting with like-minded peers and relevant influencers, we offer exclusive events to deepen knowledge as well as to provide premium networking opportunities related to investments, art, sustainable investing, wildlife conservation and sports.

As a Private Wealth Management team, we provide you with exceptional service and the utmost confidentiality.

You. Connected.

There are two sides to every dream

When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

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Global investments

Family wealth


Strategic philanthropy

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager