High achievers focus with intent —planning, advancing, summiting, reflecting, and exploring the next endeavor in their business and in life.
Summiting a mountain is a complex process. You need clarity in a plan.
Climbers rely on a trusted team to plan, communicate clearly, and execute.
Who do you trust to support you on your journey?
Strong, deep-rooted relationships founded on trust and transparency are the cornerstone of our business and driving force behind everything we do at Wittenberg Partners. We have grounded our business on understanding our clients’ unique objectives and aligning with their concerns and interests.
We strive to understand our clients on a deeper level, both personally and financially, and to be there for them in every aspect of their lives.
What you care about, we care about.
Assets under management
Advisors on the team
How we help clients better their lives
We believe that wealth management encompasses far more than managing your investments. As advisors to wealthy families with complex situations, we understand the issues and challenges of greatest concern to our clients. Whether the challenge be with your career, family, finances, community impact or well-being, we will help you find the right resources through our experienced network to generate the solution required.
There is a lot of noise in life. We want our clients to go live life and let us deal with the noise, load, and concerns in your life
UBS’s dedicated investment banking professionals can help with a range of corporate, institutional and wealth management needs. We can facilitate access to their global capital markets and connect you to their expert advice, well-crafted execution strategies and innovative solutions.
Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.
UBS’s dedicated investment banking professionals can help with a range of corporate, institutional and wealth management needs. We can facilitate access to their global capital markets and connect you to their expert advice, well-crafted execution strategies and innovative solutions.
Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.
Our team advises families, family offices, and foundations on issues associated with multi-generation wealth preservation and management. We focus on delivering turnkey solutions to our clients on areas such as asset allocation, investment management, wealth planning, and philanthropic giving. Our goal is to serve as an internal family office for each of our clients, advising on any issue that touches their lives personally, professionally, or financially.
UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.
Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.
Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.
To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.
Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.
Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.
Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.
To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.
Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.
Managing Director–Wealth Management
Financial Advisor
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Financial Advisor
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
