#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.
#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.