Trusted people. Proven process. Focused practice.

Schiller-Haskell Partners Brian Schiller, Michael Haskell, Gregory J. Mulligan, Christina Spiro, Kevin W. Wells, Thomas J. Mcgivern

Schiller-Haskell Partners


phone

888-816-3347
212-713-2260



phone

855-535-1213





address

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



“We have built our team and practice from the ground up to deliver trusted, world-class advice and solutions. We help clients organize and simplify their financial lives so they can focus on what matters most for their family and their future.”

— Brian Schiller and Mike Haskell

Schiller-Haskell Partners is a highly specialized team of eight professionals within Private Wealth Management based in UBS’s headquarters in Midtown, New York City. We are keenly focused on serving a select group of 77 ultra-high net worth families, mainly comprised of current or former public company executives including current or former Chairman, CEOs, Section 16 Directors and Executive Officers, as well as successful entrepreneurs and family offices.

By focusing our practice on a limited number of clients, we are able to deliver the proactive, exceptional advice and service our clients demand. We have the people, process and extensive experience to simplify our clients' financial lives focusing in the following areas tailored to our clients' unique circumstances::

  • Holistic wealth management planning
  • Concentrated equity risk management
  • Portfolio construction and oversight
  • Trust and estate strategies
  • Creative lending solutions
  • Consolidated reporting
Trusted people

A specialized practice with a holistic approach

Our team of eight financial professionals—three senior partners, two investment and planning associates and three service associates—offers a clear and consistent approach to managing your wealth. Senior partners Brian Schiller and Mike Haskell have been together for more than 15 years. Their experience and knowledge, as well as direct access to senior leadership at UBS, helps assure you get the right advice and solutions for your unique financial situation.

Each member of our team offers specific areas of expertise. By working together, we can cover all aspects of your financial life, offering focused and thoughtful advice as well as proactive and friendly service.

 
Proven process

Bringing the right capabilities based on your priorities

Our primary goal is to provide a specific and organized process focused on deeply understanding your unique objectives and helping to simplify your financial life. We offer advisory services that bring organization to your complex financial needs. Our approach enables us to look beyond your assets and integrate all aspects of your financial world into a comprehensive wealth strategy.

We listen and learn about you. Then we help prioritize your goals, establish your proper asset allocation, manage risk and assess estate and charitable planning strategies. By being keenly attuned to preserving your financial independence, we work with you to develop a meaningful financial plan and direct capital to reflect your values. We pride ourselves on delivering financial guidance that is straightforward and understandable.

 
Focused practice

A specialized practice with a holistic reach

Exemplary service is the key to a successful relationship. We understand every client is different, so our proactive and customized service and review process is based on your specific needs, wants and wishes. By focusing on what matters most, we provide a select group of highly affluent families, business owners and entrepreneurs with a structured and organized approach and protective investment strategies.

In addition, we are well-positioned to help C-suite executives and their families with the services they need to get the most from their compensation plans. We have a proven ability to help executives with a wide range of issues they face, including:

  • Managing the risk that comes with a concentrated equity position or business
  • Section 16 insider trading reporting
  • Trust and estate planning
  • Using leveraging and gifting techniques with their company shares and options

Brian Schiller and Michael Haskell have been recognized as industry leaders

  • Financial Times Top 400 Financial Advisers, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019

Gregory Mulligan has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019



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