At The LeDoyen Price Group, our highly personalized approach helps select clients simplify the challenges that come with protecting, growing and transitioning wealth. As Private Wealth Advisors, we work exclusively with ultra high net worth families, helping them take advantage of the unique opportunities that come with substantial wealth. This commitment has enabled us to build trusted relationships that span generations.
Industry leadership from a highly experienced team
Van Price recognitions:
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
- Barron’s Top Institutional Consultants, 2015, 2016, 2017
- Financial Times Top 400 Financial Advisor, 2013, 2014, 2015
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
- WealthManagement.com Top 100 Wirehouse Advisors, 2014
“We take the time to listen and gain a deep understanding of you and your family. We work closely with you to develop a strategy that connects all aspects of your financial world.”
— Van Price
How will you help me make the right decisions regarding my wealth?
Your team of advisors and specialists, within and outside of UBS, understand your needs and work together to address the complexities of your unique financial situation. Because of this trusted relationship, your key financial decisions will be made much simpler. That frees up your time to focus on what’s most important to you.
Private Wealth Management
Private Wealth Management is an elite, boutique division within UBS, one of the world’s largest wealth management firms. As Private Wealth Advisors, we open the door to a level of sophisticated advice and services:
- UBS Investment Bank
- Advanced Planning Group
- Third-party investment managers
- Global Family Office
- UBS Private Bank
- Portfolio Advisory Group
- Wealth Management Research
We purposely limit our practice to a maximum of 60 client relationships. This allows us to maintain an extremely high level of customized guidance, consistent contact and individual commitment as we help you and your family address the opportunities that come with exceptional personal and business success.
Our personalized planning process
How will you help me grow and protect my money?
You will have a completely personalized investment approach using our philosophy and process. This provides you with a clear understanding of what we will do with your money and the most likely outcomes.
When it comes to managing your wealth, we focus on due diligence, diversification and risk management as the foundation of our investment approach. Building on that foundation, we have established four pillars that we apply across each of our personalized client portfolios.
How can you help my family beyond investing?
All of your family’s needs beyond investing can be met at one firm. With a dedication to building enduring relationships, we bring complementary strengths, efficient service and consistent access to help you take control of all aspects of your financial life.
We look at your family’s entire life, beyond your investment needs. Today, long-lasting relationships require the comprehensive services and resources of a firm with wealth management at its core. We gain a deep understanding of your family values, wealth dynamics and multigenerational challenges so we can provide seamless integration across your entire financial world. It’s what we call: Advice. Beyond investing.
We are positioned to address every family issue ranging from wealth preservation and transfer strategies to legacy planning and philanthropic pursuits:
- Financial planning
- Executive compensation management
- Estate planning strategies
- Business advisory
- Liquidity event planning
- Insurance and liability management
- Philanthropy and charitable giving
Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. We make every effort to respond to inquiries within one hour and resolve any questions or issues within 24 hours. Our flexible communication plan is tailored to your needs and schedule. Many clients benefit from our “12/4/2”communication model that promises 12 annual contacts including four quarterly reviews and two in-person meetings.
Count on us to be:
- Candid—we tell you what we think and follow through on what we say
- Transparent—we are open and clear with you about all aspects of our relationship
- Respectful—we understand your time is precious, so we work in a timely and efficient manner
How can you help me with the investment guidance and fiduciary oversight I need for my organization and employees?
You will have direct access to a team that aligns its experience and the strength of the firm with your organization’s goals. Through a close working relationship, we take a hands-on approach and provide product-agnostic advice without any conflict of interest.
As a highly experienced team, we work with a sophisticated range of organizations to design, implement and monitor their investment programs. By accessing the intellectual capital of UBS, as well as its in-depth manager research capabilities, we combine global insights and analyses with an open architecture mix of active managers and ETFs.
We work with:
Foundations and endowments. We are keenly aware of the different needs of nonprofit entities. In many cases, they have personal connections to philanthropic causes.
Corporations. We offer a structured approach designed to help them better manage their pension funds and 401(k) plans as well as their balance sheet assets and nonqualified plans.
Fiduciary liability is a primary concern for many institutional clients. We acknowledge our responsibility in writing as defined in Section 3(21) of ERISA and will help you develop an investment process to address fiduciary obligations.
Outsourced CIO (OCIO)
Our team provides comprehensive investment services including Investment Policy Statement development, asset allocation, manager selection, and implementation for a complete OCIO solution. We do this by focusing on three central tenets: risk management, simplicity and efficiency.
Our team provides a broad, comprehensive range of services specific to your complex needs. Our services are transparent, direct and focused on outcomes while minimizing administrative burdens.
Our comprehensive investment solutions
Asset allocation modeling
- Asset allocation studies
- Asset and liability analysis
- Spending policy evaluation and formulation
- Strategic rebalancing and tactical positioning
Investment policy development and review
- Portfolio objectives and risk tolerance (volatility)
- Organizational values (incorporating SRI)
- Time horizon, projected cash flows and spending policy
- Governance structure and responsibilities
Investment manager and fund searches
- Due diligence collaboration with UBS Investment Manager Research
- Identification of appropriate and complementary investment managers and funds
- Cost analyses
Ongoing consulting and performance measurement
- Customized reports based on client format preferences
- Trustee and fiduciary education
- Philanthropic services
- Custody and trust services
- Coordination with other service providers (legal, accounting, etc.)