A legacy for generations

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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 Schori Photo

    Jacob "Yanki" Schori

    Managing Director–Wealth Management

    Financial Advisor

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    • 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.

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