#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
For over 35 years, The Midtown Group has focused on solving the personal financial challenges faced by executives, business owners, founders, and affluent families. Our primary objective is to help you make work optional while coaching you on how to be a good steward of generational wealth.
Our wealth management process begins with gaining an understanding of your family's values and priorities, then helping to articulate this into an actionable plan. To accomplish this, we leverage UBS's global resources, our network of specialists, and our own experience to educate you on the risks and benefits of executing specific strategies. A financial plan consists of four areas; wealth enhancement, wealth preservation, intergenerational wealth transfer, and charitable giving.
In addition to offering access to bespoke portfolio solutions, tailored lending, and exclusive investment opportunities, 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:
An overview of philanthropic strategies and their impact to help you evaluate different options.
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.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a world-leading wealth manager
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
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.
