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

The Year Ahead - Sustainable Investing


The unique needs of athletes and entertainers

Business transition and succession planning

Retirement planning

Multigenerational planning

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

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