$6 trn
UBS Group invested assets
As of 12/31/2024
Private Wealth Management
The O’Brien Group offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. As a team with deep experience successfully navigating the complexities of business, finance and family, we provide compassionate advice and empowering financial strategies. The O’Brien Group operates from the UBS Private Wealth Management office in Charlotte, one of ten such offices in the United States designed to specifically address the needs of ultra high net worth investors.
We work with a select number of affluent families, investment bankers, business owners, and entrepreneurs. They count on us for access to a broad range of insights, expertise and services. They require a highly experienced team of Private Wealth Management professionals to help coordinate and manage all aspects of their financial world.
When it comes to what matters to you, it’s more important than ever to have a partner you can trust to guide you forward. Our comprehensive advice, along with our team's complementary background uniquely positions us to provide tailored solutions. Our goal is to help make life simpler for you and your family.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy Associate
Financial Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy Associate
Financial Advisor
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
