Insight for lifelong wealth management Private Wealth Management

Thoughtful financial planning and disciplined investing are key to helping you align your wealth, life and your most important goals—to us, the essence of navigating toward your “True North.”

As Private Wealth Advisors with access to deep global resources and solutions across all of UBS, we are passionate about helping you grow and preserve the success you have achieved. From strategically planning a business sale to pursuing an upcoming real estate venture to preparing a multi-generational wealth transfer strategy, you should be working with professionals who understand the complexity of your wealth in each area of your financial world.

We believe that the diversity of our team across experience, gender, age and focus provides you that range of problem-solving perspective. With the dedication and service of a boutique team, we offer you the insight to help inform your decisions, the resources to deliver truly tailored solutions and the commitment to your financial well-being throughout your journey today and for many years to come.

True North Partners


phone

212-821-7200





address

Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171



Our office locations

1285 Avenue of the Americas
38th Floor
New York 10019

299 Park Avenue
26th Floors
New York, NY 10171

Entrepreneurial ventures

Whether you’re exploring a sale or launching your third company, we can be a valuable resource. Our process begins with critical pre-liquidity planning and continues through execution and closing. While we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale, our advice addresses the entire selling cycle, including: structure and timing; valuation opportunities; risk management; liquidity planning and estate and tax planning strategies.

Source: UBS Investor Watch, “Who’s the boss?” 2018.

Executive compensation management

Whether you’re exploring a sale or launching your third company, we can be a valuable resource. Our process begins with critical pre-liquidity planning and continues through execution and closing. While we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale, our advice addresses the entire selling cycle, including: structure and timing; valuation opportunities; risk management; liquidity planning and estate and tax planning strategies.

Source: UBS Investor Watch, “The Century Club?” 2018.

Intergenerational wealth preservation, transfer and education

Whether your goal is to preserve your assets or business, reduce your estate tax exposure or transfer wealth to your heirs, we collaborate with your tax and legal advisors to ensure your plan addresses your short- and long-term goals and your family commitments. Working with you and your loved ones, we’ll also help educate and prepare the next generation for financial responsibility.

Source: UBS Investor Watch, “Who’s the boss?” 2018.

Strategies for women in transition

We strive to guide you through the legal and financial hurdles many women face during difficult life transitions from divorce and separation to loss of a partner. Our goal is to help empower you to make the right choices for your family and your future—from healthcare to insurance planning to estate planning strategies.

Source: UBS Investor Watch, “Who’s the boss?” 2018.

A boutique experience for family offices

We understand that prominent families have sophisticated needs that require specialized resources and service. UBS has a deep bench of services tailored to our family offices clients. Collaborating with our Family Office Solutions Group, we can access the best of UBS insight and expertise to address the full range of your business, investments, passions and legacy needs.

Source: The Global Family Office Report, 2018, prepared by Campden Wealth Limited.

Planning for a lifetime

Liquidity. Longevity. Legacy.
When it comes to pursuing your most important goals, we believe planning should always be your starting point. Depending on where you are in your life, the priorities you have and the complexity of your needs, our planning conversations may center on liquidity management, advanced estate planning strategies, trusts and philanthropic vehicles, cash flow or asset replacement solutions such as insurance.

Our process begins with questions and discussions that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

The next 3 years

To help maintain your lifestyle

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

4 years – lifetime

To help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

Legacy

Now – beyond your lifetime

To help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Private Wealth Management

From global access to personal opportunity
As members of the exclusive Private Wealth Management division of UBS, we access the vast global resources of UBS, one of the world’s largest wealth managers, to address the many complex issues our sophisticated clients face. Collaborating with specialists across all of UBS—Private Wealth Management, Investment Banking, Capital Markets and Asset Management divisions—we integrate all of your complex investing, planning and financing priorities to tailor solutions to the life you lead and all you’d like your wealth to accomplish.

Portfolio Advisory Group
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.

A universe of private deals
Through our Investment Bank we have access to private market opportunities across UBS and our network of third parties, including:

  • Direct investments in global private equity
  • Private debt
  • Direct real estate

Family and Philanthropy Advisory Services
Our team also has extensive expertise with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Working with a team of specialists, we’ll take a systematic approach that extends beyond the purely financial. We can also help you engage your loved ones in the inheritance planning conversation.

Strategic philanthropy to create impact
For our clients seeking to give back, we can work with a dedicated team of philanthropy experts to address your current charitable goals and design a strategy for creating real impact in the world. We also engage other family members to provide education on philanthropy and participation strategies for the next generation. Should you need to offset tax liabilities from large liquidity events, we can recommend tax-efficient solutions such as private foundations and donor-advised funds.

Global wealth management research
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 are clients are receiving the firm‘s best strategic and tactical allocation guidance.

True North Partners Team has been recognized as industry leaders.

  • Barron's Top 100 Private Wealth Management Teams, 2021

Our perspectives

Insights

Building an investment plan

Building an investment plan

Creating a lasting and positive impact

Creating a lasting and positive impact