Assets under management
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.
The process of selling a business is often unknown and can leave you vulnerable to making mistakes. Our roadmap for navigating the sale of a closely-held business can help, whether you are looking to retire or think this is an opportune time to sell.
An overview of philanthropic strategies and their impact to help you evaluate different options.
Assets under management
navigating complex wealth challenges
client to team member ratio
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.
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.
In invested assets globally
As of 06/30/2022
Our global footprint
UBS is a world-leading wealth manager