A legacy for generations

[Wealth Way] Multigenerational planning

Karim Amiryani

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • NV
  • NY
  • OR
  • TX
  • VA

Education

  • Master of Business Administration, The George Washington University
  • Bachelor of Science, Systems & Control Engineering, Minor in Economics, Case Western Reserve University

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Family Offices
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Three generations in apple orchard

Turn possibilities into a plan

Adult daughter with mother exercising

Legacy planning

Couple in an art gallery

Comprehensive planning for significant wealth

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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