$2.8 trillion
In invested assets globally
As of 06/30/2022
At Witover Tacher Private Wealth Partners, we are an experienced, multigenerational team that focuses on every aspect of our relationship with you—well beyond your investment needs. We strive to take a central role in your life, to connect with generations of your family and to accompany you throughout your journey. Because our strengths rest on the depth of our wealth management insight, our trading experience, our many years of nurturing all aspects of our clients financial and personal lives, as well as our detailed approach to addressing your balance sheet, our advice will integrate all the critical components that can impact your long-term financial well-being. Most importantly, given our broad access to resources within UBS Private Wealth Management, we thoroughly assess your goals and review the solutions available before recommending them to you.
Today, our team is embracing both a dynamic market environment, as well as the diversity of our clients and their needs—across generations, gender and professions. To us, it is even more critical than ever that we offer you a range of talent, perspectives and capabilities. We are communicators and collaborators who are committed to your best interests and your personal journey, whether it is building a company or a legacy, transitioning from a career or a life event. But we are also strong and decisive individuals who bring our own independent ideas and seasoned perspectives to the table. You can trust our advice will reflect the priorities and the future you envision for your family as we help you move forward.
Pursuing what’s right for you
Asking the critical questions and finding definitive answers is what our team does best. That’s how we gain a thorough understanding of your entire financial picture—both sides of your balance sheet. In return, we are better positioned to deliver objective, informed and complete advice always customized to your goals.
We have a collective outlook and investment strategy that is shaped by diverse individual experiences, including field leadership, fixed-income trading, investment banking and financial planning. We have sharp analytical skills and a keen eye for anticipating opportunities and risks that may be on the horizon. With capital preservation always at the core of our advice, we work relentlessly to help address the complex needs of your family, to reduce unnecessary risk and to execute the right strategy for your needs today and for generations to come.
Managing Director
Family Office Consultant
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director
Family Office Consultant
Senior Vice President–Wealth Management
Private Wealth Advisor
Associate Director
Senior Wealth Strategy Associate
Investment Associate
Managing Director
Family Office Consultant
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director
Family Office Consultant
Senior Vice President–Wealth Management
Private Wealth Advisor
Associate Director
Senior Wealth Strategy Associate
Investment Associate
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
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
Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues
Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.
Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
