At O’Leary Partners, we believe that keeping pace with today’s global markets demands intellectual authority and a deep understanding of complex wealth planning. Based at the UBS headquarters in New York City, our experienced, multigenerational team offers access to a full spectrum of capabilities that help us deliver on that goal. As an experienced Private Wealth Management team, we can serve as your liaison at the intersection of business, finance and global wealth management.
Advice for your evolving life
Your priorities may change at different points in your life. That’s why we keep a watchful eye on your short-term needs and your long-term goals by offering a thoughtful perspective on all of life’s critical financial decisions. We want to learn about the things you value most, clarify the goals you want to pursue and get a sense of the future you envision for your business and your family.
“Our advice is shaped by everything we learn about you, your family and your most important priorities. It’s our key responsibility to understand every facet of your life and wealth.”
— John O’Leary
The global access and opportunity of UBS Private Wealth Management
Through the exclusive UBS Private Wealth Management division, our team can truly “deliver the firm”—accessing our global investment and banking platforms and the financial and intellectual strengths of our experts worldwide. Whatever your objective—growing wealth, leveraging wealth or transferring wealth—we are ready to help you address the challenge.
Working with our advanced planning team, we take an integrated approach to understanding all areas of your complex financial life. We address your priorities within the context of the current legislative and tax landscape, which could affect your wealth today and tomorrow.
Working with this team of specialists, our approach looks beyond the purely financial to include wealth transfer, family governance and charitable giving opportunities. We’ll facilitate meetings and provide education, communication and events to help prepare the next generation for carrying on your legacy.
We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan.
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.
Our team views insurance as a tool to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
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.
If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team for insight into structuring your transaction, appraisals and valuations. We’ll help ensure you take the right steps at the right time to make the most of your sale.
Distinct clients. Diverse lives.
No matter where you are in your life or career, whatever your personal or professional challenges, we tailor our advice to the priorities you have today and the goals you hope to achieve tomorrow.
Planning helps guide you forward
Our team has the insight and broad access to UBS resources to provide comprehensive planning advice and opportunities from across the firm and around the globe. We’re committed to being proactive and collaborative.
Guided by our planning tool, Financial Goal Analysis (FGA), we provide custom assessment of your current financial situation, which helps create a road map for moving forward. Our team offers a balanced point of view as you face each life event, navigate retirement or plan your legacy.
Liquidity. Longevity. Legacy.
Our process starts with questions and a discussion 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.
0 – 3 years
To help maintain your lifestyle
- Entertainment and travel
- Purchasing a home
4 years – lifetime
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
Now – beyond your lifetime
To help improve the lives of others
- Giving to family
- Wealth transfer over generations
Investing based on your priorities
Have you thought about your “exit strategy” if market volatility gets past your comfort zone? By listening and aligning with your goals, we focus on investment strategies that seek to mitigate risk and build diversified portfolios across asset classes. We help make the complex clear.
Our team is grounded in the best practices of prudent asset allocation and risk management. We build custom investment strategies based on a professional system for identifying the most tax-efficient and risk-conscious ways to construct your portfolio.
We help determine an asset allocation strategy appropriate for your goals. Prudent and disciplined, we offer an open platform of investment solutions so we can hone in on what’s most appropriate for your retirement goals.
Our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.
Relationships that last a lifetime
Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life. Exemplary service is the key to building long-lasting relationships. Here’s what you can expect:
Customized client service
Our entire team is highly accessible, offering consistent communication and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.
A focus on transparency
We work for you and always put your needs first. Because we keep your best interests at heart, we put a premium on transparency, specifically about the actions we take, the information we provide and how we structure our fees.
Bringing together the best resources
By working closely with your tax, legal and insurance advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.
We offer a number of engaging and informal opportunities for prospects and clients to gain insight into a range of topics, including the UBS Own Your Worth program designed specifically for women, as well as events to learn more about luxury lifestyle real estate and senior assisted living.
Start the planning conversation