Helping entrepreneurs and their families thrive Private Wealth Management
Total wealth management for entrepreneurs
Our team advises a select group of exceptional business builders and their families, supporting them with out-of-the box thinking and total wealth advice for every stage of their life. Because we started out as entrepreneurs ourselves, we bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of your personal and business life, from launch through exit and beyond.
We will work with you to help answer your most important questions:
- What innovative ideas, thoughtful planning and sophisticated investments strategies can help me make smart financial decisions?
- How can I simplify my complex financial life so I can focus on the personal and professional priorities I am most passionate about?
- Is my wealth being managed in line with our greater purpose?
Entrepreneurs Group
212-821-7145
855-260-9440
Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171
The Entrepreneurs Group has been recognized as an industry leader
- Ken Shapiro
Forbes Best-In-State Wealth Advisors, New York, 2019, 2020 - Thomas Livaccari
Forbes Best-In-State Wealth Advisors, New York, 2020 - Emily Rubin
Forbes/SHOOK America's Top Wealth Advisors, 2017, 2018, 2019, 2020
Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2020
Forbes America's Top Women Advisors, 2018, 2019, 2020
Barron's Top 1200 Wealth Advisors, 2020
Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
Working Mother Magazine Top Wealth Adviser Moms, 2017, 2018, 2019
Forbes Top 200 Women Advisors, 2017
Learn more about Ken Shapiro, Thomas Livaccari and Emily Rubin
The big picture
Planning strategies for entrepreneurs
Our advice and guidance is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture.
Investment process
Is my investment strategy helping me meet my goals?
Once we have a comprehensive financial plan in place, we match your investment strategy to your goals. This alignment and focus on your goals can help you avoid costly, emotionally driven behavioral mistakes that have the potential to impact your best-laid plans.
Personalized client service process
How will we work together?
Our team’s individualized attention aims to provide a level of confidence that is invaluable. We are accountable to you, and work diligently on your behalf. By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships.
Global access
What global resources can I engage?
UBS’s extensive history of working with affluent families provides our team with insights and understanding into the complexities of wealth. With direct access to the global resources and open platform of UBS Private Wealth Management, our team offers timely perspectives, customized investment management and a fully integrated suite of solutions.
Event Highlights:
Harnessing Entrepreneurial ADHD to maximize success
Ken Shapiro talks about the challenges entrepreneurs and business owners with ADHD encounter.
Insights