#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
The William Street Wealth Management Group is a team of experienced professionals who distinguish themselves not only with their financial experience and tailored service, but also with their communication and unique standard of care.
We aim to deliver valuable, comprehensive planning—backed by the resources of a global wealth management leader—to help empower you to reach lifestyle goals.
We prioritize giving you as our clients—as well as your families and businesses—a personalized experience you would recommend to your family and friends.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Registered Client Associate
Client Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Senior Registered Client Associate
Client Associate
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.
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.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Tax-smart plans for 2025
Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.
As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022