Advice for Founders. Driven by excellence.

Private Wealth Management

Helping you realize your vision

It takes a special understanding to help meet the needs of our select roster of clients. We work with successful entrepreneurs, founders and business executives—all of whom demand a sophisticated and nimble approach to managing their wealth. An approach that recognizes the demands of a particularly fast-paced business environment. For founders, we help you harness and refine your vision for your wealth, now and looking ahead. If you are a business owner or executive, we can help you strategically and tactically navigate complex challenges and take advantage of unforeseen opportunities. Above all, we understand that the wealth creation process is a dynamic one—one that requires a trusted and informed advisor.

Let us help simplify your life, so that you can focus on what’s most important to you—whether it’s bringing a vision to life, managing a thriving business or embarking on an exciting new opportunity. At every stage, and through every challenge, we will work closely with you to identify a plan for your wealth and to chart a course for what’s ahead, no matter how complex or unexpected. Our experience and proven track record in working with successful wealth creators allows us to offer smart, strategic advice, drawing on UBS’s impressive global resources and working with you to craft a road map for your wealth that is intentionally designed to evolve with you, your business and your family.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Making a difference for our clients

We are focused on a select group of clients—all of whom demand nothing less than a bespoke plan that is rooted in a true understanding of their goals, passions and objectives.

Founders
We understand that your needs and financial challenges are unique and that your rapid-paced business environment requires highly specialized advice and solutions. As a founder, you look for proactive solutions that are nimble and discerning. Whether you are mid- stage in a Series B funding round or beyond, you can count on our experienced team to guide you and to help you plan your next steps in a strategic and thoughtful way. All while keeping your vision front and center.

Entrepreneurs
For business owners, it doesn’t matter what phase you are in—you are fully invested in charting a successful course for your venture. Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer innovative insight and advice, and craft a road map that takes into account both the short and long term. And if you preparing to sell your business, we can help ensure that the process is well thought-out, runs smoothly and provides you the most favorable outcome. This takes expertise and experience, which we bring to the table.

Business executives
Let us work with you to map out a plan for your wealth that takes into account your goals and needs for the future. Our experienced team, backed by the resources of the broader firm, can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence. And whether you are tackling the timing of executing stock options or selling shares, our advanced planning expertise in advanced planning can make a real difference.

Capabilities tailored to your needs

Advanced planning
For our successful and dynamic clients, it essential to plan ahead to avoid pitfalls and missteps. It’s never too early to employ thoughtful and targeted planning strategies and tax minimization techniques that can help pave the way for positive outcomes. We will work with you—and alongside your tax and legal advisors—to proactively develop a blueprint that prepares you for what’s coming next. We work closely with the specialists at UBS’s Advanced Planning Group to connect all aspects of your life including tax, business succession and philanthropy—to ensure that you are well positioned for the present, as well as for the inevitable changes and opportunities that lie ahead.

Access
As part of UBS—one of the world’s leading wealth managers1 and one of the few financial institutions with wealth management as a principal focus—we can unlock an impressive array of investment resources, innovative thinking and solutions to meet your unique needs, no matter how intricate. On your behalf, we actively consult with a wide range of in-house specialists in areas including investments, family offices and philanthropy. And because our approach is distinctly focused on you, you can rest assured that we will only present you with solutions and strategies that make sense for you, your family and your business.

Investment management
We provide a full range of investment advice and guidance to business owners, entrepreneurs and wealth creators across all segments—delivering objective and sound advice and working with you build a tailored portfolio that aligns closely with your goals and objectives. And whether you need help managing a concentrated position or are focused on weathering market volatility, you can be confident that we have the insight and resources to help. In doing so, we make ample use of UBS’s specialist teams, from structured products to alternative investments—all with the goal of bringing you innovative solutions.

Philanthropy
We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy— at any stage in your wealth creation. Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is as well thought-out as your investments are.

The access and opportunities of Private Wealth Management.

You. Connected.

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.

Connect with us

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Brandon Sobel

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MN
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TX
- UT
- VA
“Our team’s name is intentionally chosen. We want to get to know our clients as early as we can in the process. We look to be by their side at the Inception of key moments in their financial lives—whether mapping a course for growing their wealth, fine-tuning their legacy, or at the inception of their next new business idea or venture.” – Brandon M. Sobel

Clients come first

As the leader and founder of Inception Wealth Partners, Brandon acts as the team’s CEO, overseeing client relationships, investment management and business development. He's passionate about working closely with his select roster of successful clients, most of whom are founders, entrepreneurs and corporate executives. In advising his clients, he's focused on helping each one of them achieve what is meaningful and impactful to them, whether they are launching a fresh idea, selling or expanding a successful business, or mapping out an important next step in their personal wealth journey.

With 20+ years of experience in financial services, and a deep knowledge of portfolio management and advanced planning strategies, he has spent his entire career working closely with highly successful individuals and families. Because he understands the distinct challenges and opportunities faced by wealth creators, he is well placed to offer innovative and targeted advice that becomes part of a comprehensive financial plan. His dedication to his clients is exemplified by his ‘clients first’ approach and the strong sense of integrity and honesty that color every relationship.

Education
- B.A., University of Maryland
Life
- Brandon is active with numerous charities in the New York region.
- In his free time, he loves to travel the world. He enjoys collecting red wine from California’s Napa Valley as well as the Bordeaux region of France.
- He enjoys boating and golf.
- Brandon is the proud father of three young daughters, who keep him very, very busy.
- University of Maryland
- Senior Portfolio Manager
299 Park Avenue
8th Floor
New York, NY 10171
Wilson Lee, CIMA

Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MN
- NC
- NJ
- NV
- NY
- PA
- SC
- TX
- UT
- VA
“Count on us to help simplify your finances so that you can focus on enjoying your life.” – Wilson Lee

Wilson, as co-founder of Inception Partners, leads client investment strategy, research and execution efforts for the team. As the team’s lead analyst, he chairs the investment committee, and leads research discussions on equity portfolio holdings and positioning

Wilson brings his skills as an analyst—as well as his past experience as a CFO and a 401(k) administrator—to his client conversations, working with each one to understand their risk tolerance, time horizon and liquidity objectives. From there, the team crafts a custom asset allocation and investment portfolio that is aligned with the client’s needs and goals. On an ongoing basis, Wilson ensures that each relationship receives transparent and timely communication on market activity and analysis of their investment portfolios. This hands-on approach allows him to do what he enjoys most: speak with clients about their financial needs.

Education and designations
- B.A., economics, Yale University
- Certified Investment Management Analyst® (CIMA®)
Life
- Wilson, as a former member of the Yale Glee Club who once had the honor of performing at Carnegie Hall, loves to sing. He enjoys entertaining family and friends, whether crooning Sinatra tunes at a friend’s wedding or performing a Broadway musical number at a party.
- He also enjoys watching sports and avidly follows his favorite New York teams including the Mets, Giants and Knicks.
- Yale University
- Certified Investment Management Analyst®
299 Park Avenue
8th Floor
New York, NY 10171
Sonia Trivedi, CRPC

Authorized Officer

Chartered Retirement Planning Counselor℠
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- PA
- PR
- SC
- TX
- UT
- VA
- WY
As a Senior Wealth Strategy Associate for Inception Wealth Partner’s select roster of clients—founders, entrepreneurs and corporate executives—Sonia takes a holistic view of each client’s finances and utilizes her experience in fundamental analysis to make targeted recommendations aligned with what the client wants to achieve with their wealth. She takes pride in being able to make complex financial strategies more understandable, while trying to help identify targeted opportunities for client portfolios—including income generation, tactical asset allocation or hedging portfolios against market risk.

Sonia also puts her experience in financial planning strategies to good use, working actively with Inception Wealth Partner’s clients, most of whom are in the wealth accumulation phase, to formulate planning strategies that are aimed at risk management but also strive to move them towards their financial goals. Her focus is planning around a client’s business ownership interests, whether private or public. As the team’s name implies, the intent is to get involved with a client as early as possible, at ‘inception’, so that optimal planning can be done on a timely basis, and no opportunities are missed.

Education and designations
- Chartered Retirement Planning Counselor^SM (CRPC^®)
- Graduate of Rutgers University
Life
- Sonia actively supports a number of charitable causes, including Habitat for Humanity, the American Humane Society of New York and Badass Brooklyn Animal Rescue.
- She enjoys traveling, cooking, and long hikes with her dog Max.
- Rutgers University
- Chartered Retirement Planning Counselor℠
1285 Avenue Of The Americas
New York, NY 10019
Ivy Zhang, CFA®

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- RI
- SC
- TX
- UT
- VA
- WA
“I hold myself to the highest standards and take the time necessary to understand a client’s goals and priorities—for today, tomorrow and well into the future.”

A willingness to listen is our greatest strength
Inspired by her father’s example as a successful businessman, Ivy developed an early interest in business and finance. An inquisitive and patient “people person,” Ivy is particularly adept at forging strong relationships, using her full range of communication and analytical skills to understand her clients as people first.

Building on trust to strengthen long-term relationships
Ivy works collaboratively with her team colleagues to develop and implement customized and comprehensive investment and wealth planning strategies. When addressing a client’s individual concerns and challenges, Ivy draws on the deep expertise and breadth of knowledge across the firm, taking advantage of UBS’s global presence to explore the full range of possible solutions. Patient and purposeful in her analysis, Ivy uses her knowledge, analytical techniques and experience as a member of the team’s investment committee to select the most appropriate investment vehicle, asset allocation and overall wealth planning strategy that can help each client achieve their financial goals and secure a legacy well into the future.

Education and credentials
- B.S., finance, Penn State University
- M.S., applied statistics, Columbia University
- Chartered Financial Analyst® (CFA®)
Life
- Ivy is committed to community service and has supported organizations such as the American Cancer Society and Women in Need.
- Her interest in architecture and design inspired her to attend the Design Discovery program at Harvard Graduate School of Design.
- Ivy enjoys spending time in galleries and museums and is a member of the Apollo Circle of the Metropolitan Museum of Art.
- Penn State University, B.S., finance
- Columbia University, M.S., applied statistics
1285 Avenue Of The Americas
New York, NY 10019
Hamish Grason, AWMA CRPS

Financial Advisor

Accredited Wealth Management Advisor℠
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MN
- NJ
- NM
- NV
- NY
- PA
- SC
- TX
- VT
“We let you focus on growing your business—knowing that you have a team behind you to help you manage your wealth.” - Hamish Grason

Integrity and excellence
As part of Inception Wealth Partners, Hamish advises a select group of ambitious and dynamic clients—primarily founders, entrepreneurs and corporate executives. Drawing on his experience in areas like executive compensation and tax-efficient strategies, he helps craft a highly customized plan for their wealth. He focuses on delivering proactive, smart guidance to clients at the critical moments in their lives—whether they are building a new business, looking to exit a successful venture or planning for a major life change.

In working with each client, Hamish draws on his military background to strengthen his approach, which is grounded in providing excellent service and ensuring integrity in everything he does.

Education and designations
- B.A., Andrews University, Michigan
- Accredited Wealth Management Advisor^SM (AWMA^®)
- Chartered Retirement Plan Specialist^SM (CRPS^®)
Life
- As a pilot, Hamish enjoys flying and traveling around the world.
- He has a passion for giving back by volunteering, with a focus on mentoring children and helping at senior centers.
- Andrews Univeristy
- Accredited Wealth Management Advisor℠
- Chartered Retirement Plans Specialist℠
299 Park Avenue
8th Floor
New York, NY 10171
Anne Peartree

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- PA
- PR
- SC
- TX
- UT
- VA
- WY
As a Client Service Associate for Inception Wealth Partners, Annie spends a lot of time communicating with clients and addressing any operational issues to ensure everything runs smoothly. In her role, she particularly relishes building trusted relationships with individual clients as well as families—all with the goal of “doing the right thing for the client.”

A recent addition to the Inception team, Annie’s background in philosophy and economics are put to good use in her daily quest to provide superior customer service—service that is imbued with integrity and ethics. Annie truly enjoys working with and helping families, knowing that she and the entire team are making a positive impact on their lives.

Education and designations
- B.A. in philosophy and economics, Wesleyan University
Life
- Annie is passionate about food and loves to travel, often to Europe and the UK, where her family is currently living.
- She is a former college track athlete who enjoys outdoor activities.
- Wesleyan University, Philosophy & Economics
1285 Avenue Of The Americas
New York, NY 10019

Brandon Sobel

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MN
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TX
- UT
- VA
“Our team’s name is intentionally chosen. We want to get to know our clients as early as we can in the process. We look to be by their side at the Inception of key moments in their financial lives—whether mapping a course for growing their wealth, fine-tuning their legacy, or at the inception of their next new business idea or venture.” – Brandon M. Sobel

Clients come first

As the leader and founder of Inception Wealth Partners, Brandon acts as the team’s CEO, overseeing client relationships, investment management and business development. He's passionate about working closely with his select roster of successful clients, most of whom are founders, entrepreneurs and corporate executives. In advising his clients, he's focused on helping each one of them achieve what is meaningful and impactful to them, whether they are launching a fresh idea, selling or expanding a successful business, or mapping out an important next step in their personal wealth journey.

With 20+ years of experience in financial services, and a deep knowledge of portfolio management and advanced planning strategies, he has spent his entire career working closely with highly successful individuals and families. Because he understands the distinct challenges and opportunities faced by wealth creators, he is well placed to offer innovative and targeted advice that becomes part of a comprehensive financial plan. His dedication to his clients is exemplified by his ‘clients first’ approach and the strong sense of integrity and honesty that color every relationship.

Education
- B.A., University of Maryland
Life
- Brandon is active with numerous charities in the New York region.
- In his free time, he loves to travel the world. He enjoys collecting red wine from California’s Napa Valley as well as the Bordeaux region of France.
- He enjoys boating and golf.
- Brandon is the proud father of three young daughters, who keep him very, very busy.
- University of Maryland
- Senior Portfolio Manager
299 Park Avenue
8th Floor
New York, NY 10171
Wilson Lee, CIMA

Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MN
- NC
- NJ
- NV
- NY
- PA
- SC
- TX
- UT
- VA
“Count on us to help simplify your finances so that you can focus on enjoying your life.” – Wilson Lee

Wilson, as co-founder of Inception Partners, leads client investment strategy, research and execution efforts for the team. As the team’s lead analyst, he chairs the investment committee, and leads research discussions on equity portfolio holdings and positioning

Wilson brings his skills as an analyst—as well as his past experience as a CFO and a 401(k) administrator—to his client conversations, working with each one to understand their risk tolerance, time horizon and liquidity objectives. From there, the team crafts a custom asset allocation and investment portfolio that is aligned with the client’s needs and goals. On an ongoing basis, Wilson ensures that each relationship receives transparent and timely communication on market activity and analysis of their investment portfolios. This hands-on approach allows him to do what he enjoys most: speak with clients about their financial needs.

Education and designations
- B.A., economics, Yale University
- Certified Investment Management Analyst® (CIMA®)
Life
- Wilson, as a former member of the Yale Glee Club who once had the honor of performing at Carnegie Hall, loves to sing. He enjoys entertaining family and friends, whether crooning Sinatra tunes at a friend’s wedding or performing a Broadway musical number at a party.
- He also enjoys watching sports and avidly follows his favorite New York teams including the Mets, Giants and Knicks.
- Yale University
- Certified Investment Management Analyst®
299 Park Avenue
8th Floor
New York, NY 10171
Sonia Trivedi, CRPC

Authorized Officer

Chartered Retirement Planning Counselor℠
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- PA
- PR
- SC
- TX
- UT
- VA
- WY
As a Senior Wealth Strategy Associate for Inception Wealth Partner’s select roster of clients—founders, entrepreneurs and corporate executives—Sonia takes a holistic view of each client’s finances and utilizes her experience in fundamental analysis to make targeted recommendations aligned with what the client wants to achieve with their wealth. She takes pride in being able to make complex financial strategies more understandable, while trying to help identify targeted opportunities for client portfolios—including income generation, tactical asset allocation or hedging portfolios against market risk.

Sonia also puts her experience in financial planning strategies to good use, working actively with Inception Wealth Partner’s clients, most of whom are in the wealth accumulation phase, to formulate planning strategies that are aimed at risk management but also strive to move them towards their financial goals. Her focus is planning around a client’s business ownership interests, whether private or public. As the team’s name implies, the intent is to get involved with a client as early as possible, at ‘inception’, so that optimal planning can be done on a timely basis, and no opportunities are missed.

Education and designations
- Chartered Retirement Planning Counselor^SM (CRPC^®)
- Graduate of Rutgers University
Life
- Sonia actively supports a number of charitable causes, including Habitat for Humanity, the American Humane Society of New York and Badass Brooklyn Animal Rescue.
- She enjoys traveling, cooking, and long hikes with her dog Max.
- Rutgers University
- Chartered Retirement Planning Counselor℠
1285 Avenue Of The Americas
New York, NY 10019
Ivy Zhang, CFA®

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- RI
- SC
- TX
- UT
- VA
- WA
“I hold myself to the highest standards and take the time necessary to understand a client’s goals and priorities—for today, tomorrow and well into the future.”

A willingness to listen is our greatest strength
Inspired by her father’s example as a successful businessman, Ivy developed an early interest in business and finance. An inquisitive and patient “people person,” Ivy is particularly adept at forging strong relationships, using her full range of communication and analytical skills to understand her clients as people first.

Building on trust to strengthen long-term relationships
Ivy works collaboratively with her team colleagues to develop and implement customized and comprehensive investment and wealth planning strategies. When addressing a client’s individual concerns and challenges, Ivy draws on the deep expertise and breadth of knowledge across the firm, taking advantage of UBS’s global presence to explore the full range of possible solutions. Patient and purposeful in her analysis, Ivy uses her knowledge, analytical techniques and experience as a member of the team’s investment committee to select the most appropriate investment vehicle, asset allocation and overall wealth planning strategy that can help each client achieve their financial goals and secure a legacy well into the future.

Education and credentials
- B.S., finance, Penn State University
- M.S., applied statistics, Columbia University
- Chartered Financial Analyst® (CFA®)
Life
- Ivy is committed to community service and has supported organizations such as the American Cancer Society and Women in Need.
- Her interest in architecture and design inspired her to attend the Design Discovery program at Harvard Graduate School of Design.
- Ivy enjoys spending time in galleries and museums and is a member of the Apollo Circle of the Metropolitan Museum of Art.
- Penn State University, B.S., finance
- Columbia University, M.S., applied statistics
1285 Avenue Of The Americas
New York, NY 10019
Hamish Grason, AWMA CRPS

Financial Advisor

Accredited Wealth Management Advisor℠
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MN
- NJ
- NM
- NV
- NY
- PA
- SC
- TX
- VT
“We let you focus on growing your business—knowing that you have a team behind you to help you manage your wealth.” - Hamish Grason

Integrity and excellence
As part of Inception Wealth Partners, Hamish advises a select group of ambitious and dynamic clients—primarily founders, entrepreneurs and corporate executives. Drawing on his experience in areas like executive compensation and tax-efficient strategies, he helps craft a highly customized plan for their wealth. He focuses on delivering proactive, smart guidance to clients at the critical moments in their lives—whether they are building a new business, looking to exit a successful venture or planning for a major life change.

In working with each client, Hamish draws on his military background to strengthen his approach, which is grounded in providing excellent service and ensuring integrity in everything he does.

Education and designations
- B.A., Andrews University, Michigan
- Accredited Wealth Management Advisor^SM (AWMA^®)
- Chartered Retirement Plan Specialist^SM (CRPS^®)
Life
- As a pilot, Hamish enjoys flying and traveling around the world.
- He has a passion for giving back by volunteering, with a focus on mentoring children and helping at senior centers.
- Andrews Univeristy
- Accredited Wealth Management Advisor℠
- Chartered Retirement Plans Specialist℠
299 Park Avenue
8th Floor
New York, NY 10171
Anne Peartree

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- IL
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- PA
- PR
- SC
- TX
- UT
- VA
- WY
As a Client Service Associate for Inception Wealth Partners, Annie spends a lot of time communicating with clients and addressing any operational issues to ensure everything runs smoothly. In her role, she particularly relishes building trusted relationships with individual clients as well as families—all with the goal of “doing the right thing for the client.”

A recent addition to the Inception team, Annie’s background in philosophy and economics are put to good use in her daily quest to provide superior customer service—service that is imbued with integrity and ethics. Annie truly enjoys working with and helping families, knowing that she and the entire team are making a positive impact on their lives.

Education and designations
- B.A. in philosophy and economics, Wesleyan University
Life
- Annie is passionate about food and loves to travel, often to Europe and the UK, where her family is currently living.
- She is a former college track athlete who enjoys outdoor activities.
- Wesleyan University, Philosophy & Economics
1285 Avenue Of The Americas
New York, NY 10019

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Discussing and dividing wealth across generations

Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

Planning for the sale of a closely held business

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Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

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The New Continuum

Explore the convergence of investment and philanthropic strategies—a trend we are seeing among ultra high net worth individuals and families.

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Advice for Founders. Driven by excellence.

Helping you realize your vision

Connecting you to the deep resources of UBS

Making a difference for our clients

Capabilities tailored to your needs

The access and opportunities of Private Wealth Management.

Pursuing your goals together

Brandon Sobel

Wilson Lee, CIMA

Sonia Trivedi, CRPC

Ivy Zhang, CFA®

Hamish Grason, AWMA CRPS

Anne Peartree

Brandon Sobel

Wilson Lee, CIMA

Sonia Trivedi, CRPC

Ivy Zhang, CFA®

Hamish Grason, AWMA CRPS

Anne Peartree

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Planning for the sale of a closely held business

UBS Female Founders

The New Continuum

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