Global capabilities. Individual attention. Private Wealth Management
At O’Leary Partners, we believe that keeping pace with today’s global markets demands intellectual authority and a deep understanding of complex wealth planning. Based at the UBS headquarters in New York City, our experienced, multigenerational team offers access to a full spectrum of capabilities that help us deliver on that goal. As an experienced Private Wealth Management team, we can serve as your liaison at the intersection of business, finance and global wealth management.
Advice for your evolving life
Your priorities may change at different points in your life. That’s why we keep a watchful eye on your short-term needs and your long-term goals by offering a thoughtful perspective on all of life’s critical financial decisions. We want to learn about the things you value most, clarify the goals you want to pursue and get a sense of the future you envision for your business and your family.
O'Leary Partners
212-626-8733
800-228-7783
855-270-9456
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
“Our advice is shaped by everything we learn about you, your family and your most important priorities. It’s our key responsibility to understand every facet of your life and wealth.”
— John O’Leary
The global access and opportunity of UBS Private Wealth Management
Through the exclusive UBS Private Wealth Management division, our team can truly “deliver the firm”—accessing our global investment and banking platforms and the financial and intellectual strengths of our experts worldwide. Whatever your objective—growing wealth, leveraging wealth or transferring wealth—we are ready to help you address the challenge.
Working with our advanced planning team, we take an integrated approach to understanding all areas of your complex financial life. We address your priorities within the context of the current legislative and tax landscape, which could affect your wealth today and tomorrow.
Working with this team of specialists, our approach looks beyond the purely financial to include wealth transfer, family governance and charitable giving opportunities. We’ll facilitate meetings and provide education, communication and events to help prepare the next generation for carrying on your legacy.
We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan.
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.
Our team views insurance as a tool to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
By drawing upon our investment analysis and the global body of thought leadership and market insight of our Chief Investment Office (CIO), we help ensure our clients are receiving the firm’s best strategic and tactical allocation guidance.
If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team for insight into structuring your transaction, appraisals and valuations. We’ll help ensure you take the right steps at the right time to make the most of your sale.
Distinct clients. Diverse lives.
No matter where you are in your life or career, whatever your personal or professional challenges, we tailor our advice to the priorities you have today and the goals you hope to achieve tomorrow.
Planning helps guide you forward
Our team has the insight and broad access to UBS resources to provide comprehensive planning advice and opportunities from across the firm and around the globe. We’re committed to being proactive and collaborative.
Investing based on your priorities
Have you thought about your “exit strategy” if market volatility gets past your comfort zone? By listening and aligning with your goals, we focus on investment strategies that seek to mitigate risk and build diversified portfolios across asset classes. We help make the complex clear.
Relationships that last a lifetime
Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life. Exemplary service is the key to building long-lasting relationships. Here’s what you can expect:
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