6.2 billion
Assets under management
6.2 billion
Assets under management
26 years
navigating complex wealth challenges
6:1
client to team member ratio
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.
"People, of course, tend to look at what has worked, but we would encourage people to look ahead at what the market is offering in terms of valuation, growth, and potential reward"
Hollebaugh, Rukeyser, Safro & Williams
Hollenbaugh, Rukeyser, Safro & Williams recognized as Forbes America's Top Wealth Management Team, 2022
The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
