UBS Private Wealth Management is a division of UBS, a leading global financial services firm specializing in comprehensive wealth management for ultra-high-net-worth individuals and families. Operating out of its New York office at 299 Park Avenue, the Private Wealth Management group delivers tailored financial strategies to address the complex needs of affluent investors, entrepreneurs, executives, and families. With a strong emphasis on personalized service, UBS advisors provide strategies for investment management, estate planning, tax efficiency, philanthropy, and succession planning.

What sets UBS apart is its global reach combined with deep local expertise, leveraging extensive research and institutional resources to deliver bespoke financial solutions. The firm often collaborates with family offices, legal counsel, and tax professionals to create holistic financial roadmaps. UBS is known for promoting sustainable investing and offers specialized guidance for clients interested in aligning their portfolios with environmental, social, and governance (ESG) priorities. Clients benefit from a long-standing tradition of discretion, stability, and strategic advice grounded in decades of experience.

Website: https://www.ubs.com/locations/united-states/new-york/299-park-avenue/ubs-usa-inc-697.html

Key Services:

– Comprehensive wealth management for ultra-high-net-worth individuals and families
– Customized investment advisory and portfolio management
– Estate and legacy planning strategies
– Tax-efficient financial planning
– Philanthropic and charitable giving guidance
– Family office and intergenerational wealth transfer solutions
– Strategic lending and liquidity services
– Sustainable and impact investing options
– Business transition and succession planning
– Multigenerational financial education and planning