$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.
Through the exclusive UBS Private Wealth Management division, our team can truly “deliver the firm”—accessing our global investment and banking platforms and the financial and intellectual strengths of our experts worldwide. Whatever your objective—growing wealth, leveraging wealth or transferring wealth—we are ready to help you address the challenge.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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