More than opinion. Confidence.
At Flatiron Partners, we have opinions and we do not hesitate to share them. We are innovative thinkers who seize ground-breaking ideas and transform them into opportunities. We push through obstacles to open doors to solutions that can serve our clients well. That level of determination and drive has earned the confidence of our clients for decades and continues to do so for successful families across generations.
As a Private Wealth team within the distinguished UBS Private Wealth management division, we are evolving industry veterans who understand historical precedent but also current market wisdom. Our customized portfolio strategies reflect those perspectives. Accessing a key global network of resources and thought leaders, we provide directed advice—beyond your portfolio—and a disciplined process that can make meaningful goals achievable. To us, there is no greater priority than helping your wealth create positive outcomes for you and your family today, and for the legacy you leave behind.
The value of Family Office Consultant (FOC)
The Family Office Consultant (FOC) is a UBS business designation earned by a select group of Financial Advisors. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Sonia Attkiss, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities and strives to help these clients address critical concerns to pursue their most important goals.
Sonia Attkiss has been recognized as an industry leader
- Barron's, Hall of Fame, 2019
- Barron's, Top 100 Women Advisors, 2019
- Forbes, America's Top Women Advisors, 2018 (#9)
- Forbes, Best-In-State Wealth Advisors, 2018 (NY, #26)
Gerard Costello has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020
Building a legacy
How we helped our client instill responsibility
and direct his wealth for future generations.