Today’s opportunities. Tomorrow’s legacy. Private Wealth Management
When you have created or inherited substantial wealth, you face daily decisions about your immediate needs, your longer-term goals and aspirations for future generations. From business to finance to family, you have possibilities limited only by your own imagination, courage and determination.
As Private Wealth Advisors and Family Office Consultants, we offer the access, perspective and, importantly, the passion to help our clients pursue what is possible today and for generations to come. Our deep history with multigenerational families, entrepreneurs, senior executives and family offices means we have the experience you need to unlock opportunities, preserve wealth and create continuity.
Get a clear view of your wealth
The Freides Kanigher Westerman Group
310-734-2400
855-208-6171
UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067
Recognized for making a real impact in the lives of our clients
Freides Kanigher Westerman Group
Drew Freides
- Forbes Best-In-State Wealth Advisors, CA, 2019–2021 (#4)
- Forbes Top 100 Wealth Advisors, 2019 (#41)
- Forbes/SHOOK America’s Top Wealth Advisors, 2016 – 2018
- Barron’s Top 100 Financial Advisors, 2015 – 2020 (#61)
- Barron’s Top 1,200 Financial Advisors, 2015 – 2020 (#20)
- Barron’s Top 1,000 Financial Advisors, 2013
- Financial Times Top 400 Financial Advisor, 2015, 2016, 2019, 2020
Michael Kanigher
- Forbes Best-In-State Wealth Advisors, CA, 2019 –2021 (#10)
- Forbes/SHOOK America’s Top Wealth Advisors, 2016 – 2018
- Forbes Top 200 Wealth Advisors, 2016
- Forbes Top 250 Wealth Advisors, 2017, 2018, 2019 (#163)
- Barron’s Top 1,200 Financial Advisors, 2014 – 2020 (#35)
The value of Family Office Consultants
Drew Freides, Michael Kanigher and Steven Westerman are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. Understanding the complexities of intergenerational wealth and the associated challenges, FOCs align specific needs to the full suite of UBS capabilities, managing the investment, business, passion and legacy needs their clients face.
The Freides Kanigher Westerman Group in the media
- UBS Advisor Drew Freides—“Why I Cut a Deal to Spend the Next 18 Years at the Firm” (June, 2021)
Who we are
“Whether we’re helping you realize your dream because you have retired or sold your business, are pursuing a new business venture, exploring a philanthropic passion or we’re assisting you in the education of your children about future financial responsibility, our team has the insight, resources and broad access you need across the firm and around the globe.”
— Drew Freides
What we do
“We are laser-focused on helping to ensure that the wealth you have created best serves you and those you care about most, today and for generations to come.”
— Michael Kanigher
Clients count on us to work directly with their accountants, estate attorneys, insurance professionals and a wide range of UBS banking and investment specialists. We incorporate all perspectives into one integrated approach.
How we help
“We play key roles in the lives of our clients. We stay in touch and on top of clients’ needs for themselves, their children and grandchildren.”
— Steven Westerman
Our team has the training, access and understanding of complex wealth and the individuals and families who create it, inherit it and pass it on. They count on us for comprehensive planning, credit and liability management, education planning and wealth transfer strategies.
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
Our perspectives
Insights