3.2 Billion
Assets under management
Private Wealth Management
At Witover Tacher Private Wealth Partners, we are an experienced, multigenerational team that focuses on every aspect of our relationship—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.
A dynamic team in a changing world
Today, our team is embracing both a dynamic market environment, as well as the diversity of our clients and their needs. That’s why it is more critical than ever that we offer you a range of talent, perspectives and capabilities. We collaborate firmwide, always committed to your best interests and your personal journey, whether you’re 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 viewpoints 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.
Trust: We never take for granted that earning your trust takes commitment—we work at every day
Quality: We take great pride in the professional quality of our work, which includes:
• Exceptional client service that is thoughtful, proactive and customized
• Sophisticated financial planning that considers all that may impact your wealth and financial wellbeing
• An investment process rooted in our understanding or your circumstances and balance sheet
• Advanced investment analytics with a strict focus on risk management and costs
Flexibility: We believe in continuous improvement as our clients’ needs change, we learn and adapt
Accountability: We value teamwork and remain accountable for each others’ actions and responsibilities
Privacy: We use the utmost discretion in handing your personal information
Integrity: We handle every situation with integrity, full disclosure and no surprises
Transparency: Our advice is straightforward and direct, even if that means having a difficult conversation
Learn more about our team's capabilities.
We have had success cultivating meaningful relationships, educating families, and managing clients’ portfolios through many market cycles and economic conditions. Your needs and goals are top priorities.in everything we do.
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
Senior Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
Senior Client Associate
Client 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
Senior Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
Senior Client Associate
Client 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
3.2 Billion
Assets under management
147
Collective years of experience
11 person
seasoned team
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
