Entrepreneurs and families of significant wealth count on us for access to the broadest range of insights, expertise and services. They require a highly experienced team of Private Wealth Management professionals to help coordinate and manage all aspects of their financial world.
Offices in New York, Pennsylvania and California
1285 Avenue of the Americas
New York, NY 10016
1735 Market Street
Philadelphia, PA 19103
775 Page Mill Road
Palo Alto, CA 94304
Angela Mwanza and Bonnie Richards have been recognized as industry leaders.
- Forbes America's Top Women Advisors, 2018, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Working Mother Magazine Top Wealth Adviser Moms, 2017, 2018
- Forbes Top 200 Women Advisors, 2017
Integrated wealth planning
The lives of today’s wealthy families are complex. It’s more important than ever to have the steady guidance of an experienced team that understands the challenges you face throughout life’s important personal and business milestones.
Planning for every phase of life.
With our team’s extensive private wealth background, we bring an experienced perspective to both financial and estate planning strategies. Through our Integrated Wealth Planning process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.
Constant improvement is a core value.
As suggested by the Japanese philosophy of Kaizen, we believe in the practice of continuous improvement to our processes and results.This leads us to consistently anticipate needs and striving to deliver beyond expectations.
A boutique practice within a global leader.
Our intimate and dedicated team draws upon the heritage of UBS AG, one of the world’s leading wealth management firms built on a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the advantage of the firm’s global perspective, insights and resources.
Personal connections built on exceptional service
Our level of caring and understanding has earned our clients’ lifelong trust. It has created strong bonds across generations. They count on us for comprehensive planning, credit and lending, insurance and liability management, education planning and wealth transfer strategies.
We work with a select number of entrepreneurial-minded clients and private business owners who value our ability to speak knowledgeably about their professional ventures. We address the full cycle of business needs from strategic business financing to discretionary portfolio management to succession and exit strategies.
Family office services.
Families with significant wealth demand a flexible, customizable investment platform, along with a broad array of family office-like services. We provide a dedicated organization to bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.
Working with your family office.
Working with the UBS Global Family Office group, we seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices. In addition, our Family Advisory group offers advice on family decision making, business and generational transitions, wealth transfer and family office governance.
Stewards of your wealth
Our disciplined process begins with a complete understanding of your priorities, provides execution and delivers tangible results. We work prudently to help ensure your security by maintaining a keen awareness of risk tolerance and a strict adherence to asset diversification.
Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return. Each asset class—including equities, fixed income and alternative investments— has sustainable options that achieve risk and return outcomes as good or better than conventional investments.
Asset allocation focused on mitigating risk.
By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
Helping to safeguard multigenerational wealth.
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.
Private Wealth Management
Elite access to the deep resources of UBS
As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks.
Our extended Private Wealth Management resources include:
Portfolio Advisory Group.
Exclusively dedicated to sophisticated portfolio structuring, the group uses advanced quantitative analysis, proprietary research and dynamic diversification to fulfill your custom asset allocation.
Credit and liquidity solutions.
Through the extensive UBS Banking network you can access innovative credit solutions such as securities-backed lending, pre-IPO lending, mortgages and tailored financing.
CIO Wealth Management Research.
Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions.
With extensive experience in wealth planning, estate tax and philanthropy, our planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.