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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Managing Director–Wealth Management
I have been in the financial services business for over 24 years, and am the senior member of The Schoff Group, a team of highly trained professionals concentrating our efforts in the areas of private wealth management and corporate services. In my wealth management practice, I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. My team also manages exclusive relationships with an impressive list of public corporations.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Managing Director–Wealth Management
I have been in the financial services business for over 24 years, and am the senior member of The Schoff Group, a team of highly trained professionals concentrating our efforts in the areas of private wealth management and corporate services. In my wealth management practice, I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. My team also manages exclusive relationships with an impressive list of public corporations.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
