11 person
seasoned team
Helping you navigate the complexity that comes with significant wealth
No matter where you are on your financial journey, we provide the advice and guidance you need to achieve true financial freedom. Our disciplined approach focuses on thoughtful planning and comprehensive wealth management, looking beyond investments to every part of your financial life. We are an 11-person, highly focused practice that delivers ultra-high-net-worth families an exceptional and personal client experience. By serving a select number of clients with unique and complex needs, we ensure each relationship receives the time, care, and expertise it deserves.
At NewBridge Private Wealth Partners, we help multi-generational families, successful business owners, C-suite executives, woman investors, and professional sports & NCAA families navigate the complexities of significant wealth and make informed decisions for the future. We combine the personal attention of a boutique team with the expansive global resources and insight of UBS Private Wealth Management. Together, we bring integrity, service, and unwavering commitment to each relationship to help prepare the next generation for stewardship and success.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
11 person
seasoned team
200+
Collective years of experience
2 billion+
Assets under management
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Expert insights into the world of wealth
Family offices are navigating a more complex global environment by diversifying across assets, currencies and regions. Our Global Family Office Report explores how 307 family offices are building resilience to optimize returns and reduce risk.
To learn more about how this shifting landscape could shape your own strategy.
