#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
At Oster-Konigsberg Wealth Management, we believe that financial success is often marked by good decision making and well-informed investment and planning advice. But it also takes access to the broadest range of solutions—resources and collaboration with professionals who understand your goals and can help you grow and preserve all you have achieved. To us, that is how you uncover the right opportunities at the right time
As Private Wealth Advisors, we have been connecting our clients to those resources year after year. The exclusive Private Wealth Management division of UBS provides access to the full depth and breadth of the firm—an network of expertise and market intelligence worldwide. Whether you are looking to manage a dynamic investment portfolio, maximize the value of your liquidity event or create lasting family wealth, we want to put our experience and the global strength of UBS to work for you, and provide an ongoing source of financial opportunity today and tomorrow. Depending on your goals, we'll access the expertise of these select partners:
Advanced Planning
Portfolio Advisory Group
UBS Private Bank
UBS Investment Bank
Third-party investment managers
Navigating a life-changing liquidity event
The situation
A longtime client owned a significant stake in the closely held company where he had worked for years. The company had put itself up for sale and several private equity firms were interested. The client knew the eventual sale would be a life-changing event, both financially and personally.
He asked us to help him prepare for the liquidity event so he would have a plan in place when the deal was finalized. He wanted to minimize taxes, ensure a comfortable lifestyle for his family and transfer wealth out of his estate as tax-efficiently as possible.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
Wealth Manager of the Year
Environmental Finance IMPACT Awards 2020
$2.8 trillion
In invested assets globally
As of 06/30/2022