New York, NY Financial Advisors | Gatestone Financial Partners

Committed to you, your goals and the path forward Private Wealth Management

At Gatestone Financial Partners, you and your best interests are at the center of everything we do. We built our team with purpose to combine diverse talents and capabilities, all with the commitment toward helping Gatestone clients pursue their most important goals. For more than 20 years, we have advised our clients through every type of investment environment, however challenging.

Advice across generations
Just as our clients and their families have multigenerational needs and goals, our team is multigenerational. With Gatestone, you and your family can be a client for life. Our comprehensive financial planning approach, decades of experience and access to global resources allow us to guide clients confidently along their unique paths forward.

Gatestone Financial Partners

800-407-6313

855-882-7361

1285 Avenue Of The Americas
15th, 16th,17th + 18th
New York, NY 10019

These Gatestone Financial Partners have been recognized as industry leaders

Gatestone Financial Partners

Barron's Top 100 Private Wealth Advisor Teams, 2021

Daniel Kilmurray

Barron’s Top 1,200 Financial Advisors, 2016, 2017, 2019, 2020, 2021
Barron’s Top 100 Financial Advisors, 2012 – 2014

Craig Dunton

REP. magazine and WealthManagement.com, Top 40 Wirehouse Advisors Under 40, 2013 – 2015

Anthony Rundella

Forbes Best-In-State Wealth Advisors, New York City, 2019, 2020, 2021
Barron’s Top 1,200 Financial Advisors, 2016, 2017, 2019, 2020

William Einstein

Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
Financial Times Top 400 Advisors, 2013, 2014

A planning foundation
Portfolio management
Corporate and executive services
Private wealth and family office services

Align your life, goals and long-term strategy

Our planning process gives us a comprehensive and cohesive view of what you have and what you may need to pursue your goals. We believe that financial security and trust matter most to our clients. With a custom plan in place, you can be confident that we are focused on overseeing your integrated strategy so you can focus on other important personal and professional priorities.

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

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Portfolio Management Program

With decades navigating the markets and extensive background covering institutional equity and fixed income investors, we offer timely and actionable insight to our clients. We view market opportunities, asset allocation and risk through this institutional investor lens.

The depth of our understanding and disciplined process enable us to manage portfolios during the most volatile periods. Guided by our experience, our investment approach is prudent and focused on managing risk. As seasoned portfolio managers within the UBS Portfolio Management Program, we personally create your customized portfolio on a discretionary basis. As markets constantly change, our daily monitoring and oversight help ensure we’ll make appropriate adjustments when needed.

The Portfolio Management Program (PMP) is a wrap-fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who: (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.

PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash or money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.

Solutions for companies, employees and the executives who manage them

Beyond the relationships we have with individuals and families, our team is also experienced in providing corporate services to businesses, their employees and executive team.

For company benefits plans, streamlined administration is key. We can work with you and your employees to keep up with changing regulations, stay on top of requirements and ensure your equity awards are attracting and retaining top talent. With complicated equity award packages—as well as potentially complex tax consequences—executives need specific advice. As members of the UBS Equity Plan Advisory Services business, we help manage the complexities of equity compensation plan administration as well.

One firm. A world of opportunity.

As a UBS Private Wealth team, we have access to specialists and resources across all of UBS—locally and globally. From capital markets research, investment and private planning to highly bespoke solutions for family offices, we’re focused on providing you with clarity and intelligent perspective to make well-informed decisions about your business, your family and your future.

Advanced planning
Given the complexity of their wealth, our clients require thoughtfully customized approaches to addressing their objectives. Together with our Advanced Planning specialists, we’ll evaluate your unique needs, from the basics of creating a will to the tax, liquidity and wealth transfer considerations that factor into your long-term planning strategy. We can work with your legal and tax advisors to help ensure our advice is aligned.

Strategic philanthropy
For our clients seeking to give back, we can work with a dedicated team of philanthropy experts to address your current charitable goals and design a strategy for creating real impact in the world. We also engage other family members to provide education on philanthropy and participation strategies for the next generation. Should you need to offset tax liabilities from large liquidity events, we can recommend tax-efficient solutions such as private foundations and donor-advised funds.

The UBS Boutique Investment Banking Network
This select group of experienced investment banks focuses primarily on middle-market M&A and capital-raising services for family-owned and entrepreneur-led businesses.

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 our clients are receiving the firm’s best strategic and tactical allocation guidance.

Family Office Solutions Group
Because we understand the dynamics of families and their wealth transfer concerns, we can help you build a thoughtful wealth transition plan for future generations. Through our collaboration with the Family Office Solutions Group and more than 20 subject matter experts, we bring you the best of UBS insight and expertise to help you explore unique opportunities available to ultra high net worth families just like yours. We believe there’s no better platform for us to curate advice specifically for your complex needs across generations, including:

Designing and facilitating productive family meetings
Educating the rising generation about financial responsibility and carrying on your legacy
Teaching about family philanthropy and the positive impact wealth can have

What’s more, Daniel Kilmurray and Craig Dunton are among a select group of Financial Advisors who have earned the UBS business designation of Family Office Consultant (FOC). 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. As Private Wealth Advisors and FOCs, they understand the complexities of intergenerational wealth and the challenges facing their clients. Working together, they align their specific needs to the full suite of UBS capabilities and help them pursue their most important goals.