#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
For over 35 years, The Midtown Group has focused on solving the personal financial challenges faced by executives, business owners, founders, and their families. Our main objective is to help our clients achieve financial freedom by making work optional.
Our wealth management process begins with gaining an understanding of a your family's values and priorities, then helping articulate this into an actionable plan. To accomplish this, we leverage UBS's global resources, our network, and our own experience to educate you on the risks and benefits of executing specific strategies.
Financial planning is an ongoing process consisting of four areas; wealth enhancement, wealth preservation, intergenerational wealth transfer, and charitable giving.
In addition to offering access to exclusive investment opportunities and customized investment solutions, we emphasize the importance of tax & estate planning for your family's long-term success.
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Corporate Stock Benefit Consultant
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Corporate Stock Benefit Consultant
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
In this guide you can explore an array of planning ideas, such as:
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
A road map to help facilitate the process
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.
Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
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.
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
