Financial planning tailored to your goals

Thompson Katzaroff Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Opera house

Focus on liquidity management


The unique needs of athletes and entertainers

Business transition and succession planning

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice


Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022


Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020