$3.9 trillion
In invested assets globally
As of 12/31/2022
At O’Leary Partners, we believe that keeping pace with today’s global markets demands intellectual authority and a deep understanding of complex wealth planning. Based at the UBS headquarters in New York City, our experienced, multigenerational team offers access to a full spectrum of capabilities that help us deliver on that goal. As an experienced Private Wealth Management team, we can serve as your liaison at the intersection of business, finance and global wealth management.
Advice for your evolving life
Your priorities may change at different points in your life. That’s why we keep a watchful eye on your short-term needs and your long-term goals by offering a thoughtful perspective on all of life’s critical financial decisions. We want to learn about the things you value most, clarify the goals you want to pursue and get a sense of the future you envision for your business and your family.
Our advice is shaped by everything we learn about you, your family and your most important priorities. It’s our key responsibility to understand every facet of your life and wealth.
You. Connected.
There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager