Personal wealth management
The Braff Group
212-649-8075
866-649-3684
877-824-1634
UBS Financial Services Inc.
1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
What do investors need most today? Advice.
At the Braff Group we have helped chief executives and business owners manage the challenges of equity plan recordkeeping and administration for more than 30 years. Our team has provided a valuable source of knowledge and collaboration.
Beyond our equity plan expertise, we have also worked closely with many plan participants, including executives, who have chosen to expand their relationship with UBS. Our advice has sparked goals-based planning conversations about where equity awards fit best within their broader wealth management strategy.
Wealth management for evolving needs and changing times
Today more than ever, it’s important to understand all the factors that can impact growing and protecting your wealth over time, including the role of equity awards. That’s why our customized planning approach integrates your awards into a long-term strategy for pursuing those objectives. Planning helps us:
- Prioritize goals
- Clarify the impact of cash flow
- Analyze an appropriate investment allocation
- Manage risk
- Assess the right estate, insurance and charitable planning strategies for your needs
Our perspectives
Insights