6.2 billion
Assets under management
6.2 billion
Assets under management
27 years
navigating complex wealth challenges
6:1
client to team member ratio
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:
Hollenbaugh, Rukeyser, Safro & Williams has been named #4 in Forbes America’s Top 100 Private Wealth Team for 2023. The Forbes rating is compiled by SHOOK Research and awarded annually in November based a 12-month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
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
"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
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
