A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Pursuing your goals together

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.

Jacob "Yanki" Schori

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- SC
- TX
Yanki Schori is a Managing Director and Private Wealth Advisor at the New York headquarters of UBS Financial Services. He has over three decades of industry experience including twenty years at Bear Stearns and eight years at Credit Suisse.

Tapping the vast resources of the UBS Private Wealth Management Division, Yanki and his team provide ultra-high net worth clients with the highest caliber of advice and services. The team's experience and long term record in wealth planning along with their deep knowledge across all asset classes help clients achieve their goals. Working with Yanki and his dedicated team, clients feel like they’re at a boutique firm, but with the benefits of the global footprint of UBS.

Yanki graduated from Tel Aviv University with a BS in Industrial Engineering and holds an MBA from the Lubin School of Business at Pace University in New York. He lives with his wife Yael in Manhattan where they enjoy some of the finer things that the City has to offer, from fine art to Citibikes. When not in the office, he loves traveling the globe with his family.
1285 Avenue Of The Americas
New York, NY 10019

yanki.schori@ubs.com

Jacob "Yanki" Schori

1285 Avenue Of The Americas,New York,NY,10019

Jacob "Yanki" Schori

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- SC
- TX
Yanki Schori is a Managing Director and Private Wealth Advisor at the New York headquarters of UBS Financial Services. He has over three decades of industry experience including twenty years at Bear Stearns and eight years at Credit Suisse.

Tapping the vast resources of the UBS Private Wealth Management Division, Yanki and his team provide ultra-high net worth clients with the highest caliber of advice and services. The team's experience and long term record in wealth planning along with their deep knowledge across all asset classes help clients achieve their goals. Working with Yanki and his dedicated team, clients feel like they’re at a boutique firm, but with the benefits of the global footprint of UBS.

Yanki graduated from Tel Aviv University with a BS in Industrial Engineering and holds an MBA from the Lubin School of Business at Pace University in New York. He lives with his wife Yael in Manhattan where they enjoy some of the finer things that the City has to offer, from fine art to Citibikes. When not in the office, he loves traveling the globe with his family.
1285 Avenue Of The Americas
New York, NY 10019

yanki.schori@ubs.com

Jacob "Yanki" Schori

1285 Avenue Of The Americas,New York,NY,10019

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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