6.2 billion
Assets under management
6.2 billion
Assets under management
29 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 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
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.
We act as fiduciaries and seek to align with your interests. Working alongside in-house specialists and our own external networks, we address a range of needs. With investing, our approach is empirical, incorporating quantitative aspects of modern portfolio theory, with qualitative elements of portfolio construction. Each client is different, and every account reflects a customized solution.
We strive to provide clarity around financial matters by offering comprehensive guidance. Our advice addresses issues such as lifelong wealth planning, philanthropic consulting, exit strategies, concentrated stock management, liquidity planning, divorce, generational transfers, loss of a spouse, and family financial stewardship.
We advise a select group of individuals, foundations and endowments with minimum investible assets of $10 million.
Our clients include entrepreneurs, multi-generational families, real estate principals, hedge fund and private equity managers, private foundations and members of the Forbes 400.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
