Your goals. Our comprehensive plan.

Cathedral

At The Khouri Group, our team has never taken for granted the importance of relationships. We strive to take a central role in your life and among your network of advisors, attorneys and other professionals. With the investment experience and continuity of two senior Private Wealth Advisors who have chosen lifelong careers at UBS, we see our role as dedicated relationship managers. Simply, we provide our clients—affluent families, business owners and executives—with the insight, advice and global access of the largest wealth manager in the world. What can you expect as we work together?

  • Our team is passionate about attending to every aspect of your experience with us.
  • Our clients often choose us for our ability to streamline and solve complex wealth challenges.
  • Committed to quality and comprehensive advice, we orchestrate a strategy that integrates all the critical areas essential to helping you grow and preserve your financial success.
  • Given our broad access to opportunities within UBS and outside, we will thoroughly assess some of the best talent and solutions available before proposing our ideas to you.

UBS Global Wealth Management awards

The Khouri Group is backed by the strength of a global leader

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

Global leader

UBS is a world-leading wealth manager

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.

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All of UBS Private Wealth Management. Tailored.

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Comprehensive wealth management services

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Access valuable resources for business owners.

  • Dorian Khouri

    Dorian Khouri

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • GA
    • IN
    • MI
    • NJ
    • NV
    • NY
    • OH
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    As a Private Wealth Advisor with UBS Private Wealth Management division, Dorian aims to help clients, their families and their businesses pursue their most important goals. He considers the full scope of their wealth management needs when advising his clients. Because every individual and family is different, his recommendations are customized to their situation and objectives, and supported by the global resources of UBS.

    Dorian began his career in financial services in 1985 and joined UBS in 1994. His approach is straightforward: understand what's most important to clients, and help them plan and invest to fulfill their life goals. Dorian also focuses on wealth preservation strategies, since unforeseen circumstances and life's unexpected twists and turns can derail even the best of plans. He feels great satisfaction assisting clients in navigating through difficult times.

    Dorian and his team work with a diverse group of families and executives, successful entrepreneurs and business owners who have built their wealth through hard work and a commitment to their businesses.

     

    “I value client relationships, and I believe in working diligently as a team to advance our clients' best interests. .”

     

    Experience

    • Financial advisor, Merrill Lynch, October 1985 – February 1990
    • Swissbank Corporation (predecessor firm of UBS), Oct 1990 – present

    Education

    • B.A., economics, University of California Los Angeles (UCLA)
    • Fluent in French and Arabic

    Accomplishments

    • Certified Exit Planning Advisor® (CEPA®)
    • Certified Investment Management Analyst® (CIMA®)
    • Series 4, 7, 9, 63 and 66 securities licenses
    • Life, health, variable annuity and variable life insurance license in California

    Life

    • Dorian is committed to a number of charitable causes
    • He enjoys fine wines, fine dining and good cigars
    • He also enjoys cycling, hiking, fishing and boating

        Banking
        Financial planning
        Legacy planning
        Exit planning
        Business succession
        Business owners
        Entrepreneurs
        Family Offices
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      •  Pablo Rivas

        Pablo Rivas

        Associate Director

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • GA
        • IN
        • MI
        • NV
        • NY
        • OH
        • TN
        • TX
        • UT
        • WA
        • WY

        Pablo began his career in financial services in 1999 at UBS. He has a great deal of loyalty to the firm and clients value his commitment. Pablo holds Series 7 and 66 security licenses and is also accredited to offer life, health, variable annuity and variable life insurance in California. Pablo is fluent in English and Spanish, and is proficient in French. He received a B.A. in international development from the University of California, Los Angeles. Pablo is also involved with the Relief Organization and traveled to Haiti on a volunteer relief mission after the 2010 earthquake in Haiti.

              Lending services
              Investing
              Asset allocation
              Alternative investments
              Professional athletes
              Professional entertainers
              Business owners
              Corporate executives
              2000 Avenue of the Stars
              7th. Floor North
              Los Angeles, CA 90067
            • Victoriya Grinblat

              Victoriya Grinblat

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CT
              • DC
              • FL
              • GA
              • MA
              • NJ
              • NV
              • NY
              • TN
              • TX
              • UT
              • WA

              Victoriya joined UBS in 2015 and the team in 2020.

              Victoriya began her career at an estate planning and business law firm, where she was employed for over six years supporting high net worth clients with their estate planning, as well as business, retirement, life insurance and tax planning goals and needs.

              Victoriya utilizes the expertise she obtained, particularly regarding trusts, estates and business entities, to assist our private wealth clients.

              Some of Victoriya’s additional responsibilities include marketing, business development, trading and investment execution, performance reporting, cross collaboration with specialists across the firm and investment manager due diligence.

              Victoriya received a B.A. in political science with a Minor in global studies from the University of California, Los Angeles. Victoriya also holds the Series 7 and 66 securities licenses.

                    Banking
                    Lending services
                    Cash management
                    Securities-backed lending
                    Financial planning
                    Estate planning strategies
                    Investing
                    Alternative investments
                    2000 Avenue of the Stars
                    7th. Floor North
                    Los Angeles, CA 90067

                  How can you be more certain in an uncertain market?

                  Let's put your plan in place, for today, tomorrow and for generations to come

                  You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

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