Washington, DC Financial Advisors | Seested Partners

One relationship. A world of resources. Private Wealth Management

To Vic Seested, wealth management is an interwoven story of the lives of our clients that reflects their values, traditions and unique personal goals and objectives. As a UBS Private Wealth Advisor, a fourth-generation financial advisor with more than 25 years of experience, Vic works with clients to embrace each chapter of that story. He provides guidance, insight and resources that ultimately help them pursue their financial goals and have confidence in their future. His advice centers on the particular planning and business transition needs of CEO founders, wealth creators, business owners and entrepreneurs who require time and dedicated stewardship they can count on. Because accessibility is important to Vic, he has offices in both Washington D.C. and Florida to conveniently connect with many of his business owner clients who have relocated to the Sunshine State.

Collaborating with select teams within UBS, Vic delivers his best thinking and recommendations to address all your wealth challenges—from overseeing your assets to building and transitioning your business to helping to preserve and pass on your wealth to the next generation. But looking beyond your investment portfolio, he and all of Seested Partners are well positioned to determine the right opportunities and specialists for your comprehensive needs, and will help you create a long-term plan that integrates each critical area of your financial world.

Seested Partners

202-942-2870

855-829-1993

1501 K Street NW
Suite 1100
Washington, DC 20005

Connect with us

Collaborating with other teams within UBS:

Finnerty Partners

Berman Lowenthal Group

The ESOP Group

Family Enterprise Partners

Prism Wealth Consultants

Washington Wealth Management

“Success can be measured in many ways, but it’s often the relationships you build in life that have the greatest impact.”

— Vic Seested

Our office locations

Washington D.C.
1501 K Street Northwest
11th Floor
Washington, DC 20005
415-963-5291
202-942-2870

Florida
525 Okeechobee Boulevard
Suite 1500
West Palm Beach, FL 33401
202-942-2870

Where philanthropy and entrepreneurship meet

A personal commitment to giving back
Vic Seested leads his personal and professional life on the principle of giving both his time and efforts to supporting those in need in his local community and beyond. Not satisfied to rest on his career as a Private Wealth Advisor, he consistently seeks ways to weave community entrepreneurism into his daily life.

Continuing a family legacy
Giving back to the community he serves stems from a legacy of family commitment that began with Vic’s late grandmother, Avis Birely. She is credited as the first woman to become the president of the Montgomery County Council where she helped provide the county’s first-ever grant to a local nonprofit—Hearts & Homes for Youth. Today, Vic carries on that legacy by participating as an active board member of the organization. His efforts facilitated the public dedication of Rockville’s Birely Home to the rehabilitation of homeless children victimized by domestic trauma.

Vic’s philanthropic passions are simply a major part of his life. He is a current board member of Hearts and Homes for Youth and sits on the Planned Giving Council for The Place of Hope Palm Beach. He is a past board member of the Jubilee Association of Maryland, The Jewish Social Service Agency, The Maryland Technology Council, The Northern Virginia Chamber of Commerce and an Emiratis board member for Easter Seals. Additionally, he is an event co-chair for the annual Lombardi Cancer Center of Georgetown’s Men’s Event, member of The Association for Corporate Growth (ACG) and Nomination Committee Member for The Greater Washington Government Contractor of the Year Award.

How you can make your philanthropic impact
Whether you are new to philanthropy or a veteran philanthropist, committed to community causes or initiative worldwide, Seested Partners offers you a truly robust selection of opportunities for pursuing your charitable goals. Depending on your needs, we help you identify the best strategic vehicle for you and your family. From private foundations and donor advised funds to participation in our expansive global initiative, the UBS Optimus Foundation, you can expect a tailored giving solution designed to help you make a meaningful impact.

The UBS Optimus Foundation is a grant-making foundation that helps UBS clients use their wealth to drive positive social change for children. The foundation selects programs that improve children's health, education and protection, ones that have the potential to be transformative, scalable and sustainable.

Private Wealth Management
Business sale and transition
Family offices
Financial Wellness

A global leader focused on you

Seested Partners accesses the expertise, global platforms and financial and intellectual strengths of the UBS Private Wealth Management division to guide you and your family toward your most important goals. Whether it’s helping you pursue a philanthropic passion, a new business venture or a purposeful legacy, these exceptional resources enable us to provide you with innovation and opportunity from across the firm and around the globe. We have established relationships with these select partners:

UBS Investment Bank
UBS Private Bank
Advanced planning and wealth strategy
Strategic credit and lending

Helping entrepreneurs bring their vision to life

For more than two decades, we’ve worked with clients who need our help in determining the right questions to ask as they move through the selling process. They look to us for our insight as we have extensive experience working with owners, potential buyers and their families and evaluating the most tax-efficient ways to monetize their businesses, execute a transition and manage their liquidity post-sale.

We’re dedicated to bringing an informed business perspective, along with market insight, planning acumen and uncompromising service to your entrepreneurial vision. Working together, we believe our participation before, during and after the sale can help create the best outcomes for your business, family and your future.

Bespoke solutions for exceptional families

Through our collaboration with the Family Office Solutions Group and more than 20 subject matter experts, we connect you to the best of UBS insight and expertise and integrate it with our own to help you grow your wealth and explore unique opportunities for shaping your significant wealth. Dedicated to working with families just like yours, we believe there’s no better platform for us to curate advice specifically for your complex needs, across generations.

Family offices have access to a holistic platform of solutions and expertise:

UHNW investment research
Trust and estate planning stratgeies
Portfolio advisory
Income tax strategies
Family office governance
Family advisory
Strategic philanthropy
Corporate advisory
Structured solutions
Alternative investments
Direct investments
Banking and lending services
Peer networking and events
Customized reporting

Employees want and need Financial Wellness resources

Our team provides comprehensive Workplace Wealth services to corporate plan sponsors around the country. With more and more employees concerned about meeting expenses and lifestyle needs, in retirement, we work with them to provide robust Financial Wellness programs to their staff. We focus on delivering compassionate advice with strategic tips and a clear financial road map.

Convenient access to Seested Partners for all US employees to have personalized financial conversations
Digital content and tools to simplify financial concepts and increase knowledge
In-person group seminar sessions and 1:1 consultations delivered by UBS Financial Wellness professionals
Proactive e-mail communications to drive engagement and encourage employees to take the next step