Driven to deliver beyond expectations Private Wealth Management
At Epstein Partners, we understand that every family is unique in its circumstances and challenges. When it comes to growing and protecting your family's wealth, we provide thoughtful, customized solutions with highly responsive service and efficient execution. The boutique family office experience we've created is focused on anticipating your complex needs and exceeding your expectations across each area of your life and wealth. As a team of true collaborators, we sit on the same side of the table with you to help guide you through a comprehensive wealth planning process.
“We build relationships for decades and generations to come. By viewing your world from every angle, we help create opportunities and originate a holistic wealth plan that liberates you to focus on your life and your family.”
— Adam Epstein
Epstein Partners
212-821-7012
Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171
Combining the full scope of UBS with our deep knowledge of investments and tax and estate planning strategies, we are well positioned to serve you and your family for generations to come. Our services extend beyond investing capital, and include customized lending, family wealth planning and education. Unapologetically obsessive about the financial advice we provide, our team is often entrusted as our client‘s “first call.“ We are fiercely driven to deliver solutions that help simplify and enhance the quality of our client's financial lives.
Adam Epstein has been recognized as an industry leader
- Barron’s Top 100 Private Wealth Team, 2022
- Barron’s Top 100 Financial Advisor – 2022
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
- Forbes Top 250 Financial Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
- Financial Times Top 400 Financial Advisers, 2018, 2019, 2020
Solutions for the life you lead
Get a deeper understanding of how your family can work together to make decisions about life, business and the legacy you hope to leave behind.
The decision to exit your business is rarely simple. That's why it's never too early to get advice and expertise on the issues you'll face and the plan we develop for each step of the selling process.
Whether you are executing stock options or selling shares within a corporate window, we understand the complexities of these transactions and strive to simplify the process while helping you gain the most from your awards.
We harness the power of the firm's institutional and wealth management resources—UBS traders, bankers, analysts and sales teams in every market, product class and currency to serve the needs of the country's most successful family offices.
Family Office Compass
The Family Office Compass is intended to be a practical guide for families setting up their own dedicated family office. The Compass takes the reader through a structured process and prompts their thinking about their family’s needs and how their family office should be set up to meet these needs. Readers will also find examples of how other families have designed their family offices.
Family offices: an overview
Authored by our business partners in Advanced Planning, this piece provides an overall view on family offices including proper definition, history, scope, types, and single family office evolution and structuring.
As a team, we understand how important it is for our clients to give back to their communities and the causes that are important to them. Together, we address your current charitable affiliations, goals and contributions.
As Institutional Consultants, we work with your investment committee to create a highly customized investment approach aligned with your nonprofit's mission, spending policy, risk tolerance, liquidity needs and fiduciary responsibilities.
Stewardship your family deserves
With the goal of translating your intentions into a tangible plan for future generations, we work with dedicated teams including family advisory specialist, advanced planning and philanthropy experts.
Our clients are deeply concerned about the role—positive and negative—that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish with your wealth.
Private Wealth Management is an exclusive division within UBS
Planning perpetuates values across generations
What were the values instilled in you? How will you pass them on? We believe the right plan reflects your values— from your work ethic to your philanthropic mission—and integrates your goals across generations.
We model a range of market outcomes to help you “pre-experience“ the impact of important decisions related to investment strategy, liquidity planning and retirement planning. Essentially, we "stress test" the impact of these decisions to help gauge your probability of success and to make the most informed decisions today.
The right plan vs. the optimal plan
Liquidity. Longevity. Legacy.
A commitment to philanthropy
Objective advice through an "open architecture" platform
We access solutions from a range of investment platforms—including stock, bonds, private equity and alternatives—to build highly customized portfolios.
We follow a disciplined, centralized investment process using a combination of active and passive strategies. Utilizing an “open architecture“ approach with rigorous due diligence of third party managers, we select best-in-class managers for different components of your portfolio. This approach provides us with the flexibility we need to build highly customized portfolios, negotiate minimums and fees, and align the right manager “fit” with your goals.
Access to universe of private deals and alternative funds
Tailored lending solutions
Industry-leading wealth management research
Our office locations
Primary
1285 Avenue of The Americas
38th Floor
New York, NY 10019
Secondary
299 Park Avenue
26th Floor
New York, NY 10171
Our perspectives
Insights