Hollenbaugh, Rukeyser, Safro & Williams

Private Wealth Management

6.2 billion

Assets under management

29 years

navigating complex wealth challenges


client to team member ratio

One relationship. All of Private Wealth Management

We are an 18-person team managing over $6 billion in assets for a select group of sophisticated, highly successful individuals, business owners, entrepreneurs, hedge funds, private equity principals, endowments and foundations. What sets us apart is our unwavering commitment to helping you protect and preserve your wealth—with comprehensive guidance, tailored solutions and exceptional, personal service.

As a team, we are committed to:

  • Streamlining your finances. We tap the firm’s vast network of experts and solutions to find ways to simplify your financial life and help you make smart, strategic decisions for your wealth.
  • Offering tailored solutions. We focus on bespoke solutions—across the full spectrum of your financial needs—that align precisely with what you want to achieve for yourself, your family and your legacy.
  • Providing you unparalleled access. Working alongside in-house specialists as well as our external network of experts, we can address a wide range of financial issues and provide you access to unique opportunities and private events.
  • Prioritizing safety and peace of mind. At UBS, we have a vast array of resources and tools that focus on cybersecurity and information protection, helping ensure that your assets and information are kept private and secure.
HRSW-2023 Team-Locations

In the news

First class business in a first-class way

Serving a select group of sophisticated clients, our team is structured to address the complexities that often accompany significant wealth. We are designated as a UBS Family Office Consultant (FOC) and separately have the UBS Institutional Consulting (IC) accreditation that reflects our capacity to work with foundations and endowments. Professionalism, communication, transparency and integrity are our core principles.

Expertise for what matters

We provide sophisticated solutions for the various dimensions of your financial life. As a Private Wealth Management team we provide you with the access and depth of resources to provide you a full range of capabilities to meet each of your needs. Through exceptional service and the utmost confidentiatlity, we also understand the importance of connecting with like-minded peers and relevant influencers, offering exclusive events to deepen knowledge as well as to provide premium networking opportunities related to investments, art, sustainable investing, wildife conservations and sports. 


Tailored family office services


Inspiring connections

Shaping multigenerational family wealth

Shaping multigenerational family wealth

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager