Your entire financial life Private Wealth Management
The O’Brien Tate Group offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. As a team with deep experience successfully navigating the complexities of business, finance and family, we provide compassionate advice and empowering financial strategies. The O’Brien Tate Group operates from the UBS Private Wealth Management office in Charlotte, one of ten such offices in the United States designed to specifically address the needs of ultra high net worth investors.
We work with a select number of affluent families, investment bankers, business owners, and entrepreneurs. They count on us for access to a broad range of insights, expertise and services. They require a highly experienced team of Private Wealth Management professionals to help coordinate and manage all aspects of their financial world.
The O'Brien Tate Group
704-362-8296
855-527-0462
6100 Fairview Road
9th Floor
Charlotte, NC 28210
Private Wealth Management
Access to the deep resources of UBS
Exemplary service is the key to a successful relationship. As Private Wealth Advisors, we open the door to a distinctive level of sophisticated advice and services. Our highly integrated team works closely together, shares knowledge and maintains accountability for all our clients.
Private Wealth Management is an elite, boutique division within UBS, one of the world’s largest wealth management firms.
Comprehensive planning
Helping safeguard multignerational wealth
Our team’s extensive private wealth background provides an experienced perspective on financial and estate planning strategies. Whether planning your estate or building your legacy, we will work with you and your family members to provide education and strategies for each generation.
Customized investment management
Asset and liquidity strategies for your specific situation
We listen and align with your objectives. With a specific focus on pre- and post-liquidity planning and management, we offer strategies that help allow for sustainable growth and mitigate risk.
Family office structure
Organizing all aspects of your financial life
Many families with significant wealth demand a broad array of services. We can help bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.
Insights