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


phone

212-821-7012





address

New York 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 1,200 Financial Advisors, 2019, 2020
  • Forbes Top 250 Financial Advisors, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Financial Times Top 400 Financial Advisers, 2018, 2019


Solutions for the life you lead

Multigenerational families
 
Founders and entrepreneurs

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.

 
Senior executives

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.

 
Family offices

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.

 
Philanthropy

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.

 
Nonprofits

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

We access 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.


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

Your plan is a commitment you and your family make over time. We'll help you determine the “right“ plan vs. the "optimal“ plan—one that looks beyond the optimal numbers and reflects an integrated view of multigenerational estate, tax and philanthropic goals. It evolves and adapts with you and your family, as your life and needs change over time. Our planning conversations focus on:

  • Asset titling and ownership
  • Estate tax liability management
  • Lifetime gifting strategies
  • Tax and legal structures such as trusts and philanthropic vehicles
  • Cash flow planning
  • Asset replacement solutions such as insurance

Liquidity. Longevity. Legacy.

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 expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

0 - 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


A commitment to philanthropy

Philanthropy can be a great tool to educate your children on both the process of investing and the positive impact wealth can have. Ongoing conversations can ultimately lead to their own participation in the decision-making process. We've found in our practice that families with well-defined philanthropic efforts often build stronger bonds and in some cases, greater philanthropic commitment across generations.


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

Leveraging UBS‘s deal flow sourced from our Investment Bank and Wealth Management relationships, along with third-party partners, we can offer you access to global private investment opportunities including:

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

Tailored lending solutions

We can collaborate with our structured financing team to support your complex investment, personal liquidity or leverage needs, including:

  • Real estate financing
  • Hedge fund and private equity financing
  • Securities-backed lending, letters of credit, margin loan
  • Mortgages
  • Pre-IPO lending/lending against private stock

Industry-leading 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.


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

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts