“I love doing what I do for clients because it's often about risk management; that is, balancing needs and expectations to successful outcomes.”
— Roderick von Lipsey
As seasoned Private Wealth professionals, The von Lipsey Team understands the importance of bringing a relevant perspective to your financial world, but also a thoughtful approach to addressing the complexity of substantial wealth. For nearly two decades, we've worked with an exclusive group of exceptional families whose priorities and concerns go well beyond masterful portfolio management. We’ve been privileged to be their “first call” when needed.
The von Lipsey Team
202-942-2801
855-216-6868
1501 K Street NW
Suite 1100
Washington, DC 20005
Prudent portfolio structuring and oversight will always be fundamental to our practice. However, we believe Rod’s background in philanthropy and public service, including leadership positions within the U.S. military, National Security Council and Office of the Joint Chiefs of Staff, provides us with an addtional perspective on the advice and the level of global engagement, wisdom and clarity we can offer. You have already achieved considerable success. Our mission is to help you enjoy and protect a lifetime of accomplishment—for generations to come.
Portfolio structuring beyond the traditional
The benefits of non-traditional investments
When it comes to our investment process, we strive to enhance portfolio returns, ease worry and instill confidence in the future. To do so, we may take a non-traditional approach and include private equity in your allocation for those assets with a longer-term time horizon—your legacy assets.
Planning across generations
Financial stewardship for today and tomorrow
We understand the sensitive family dynamics around generational wealth transfer, inheritance and philanthropy. Together with your tax and legal advisors, we’ll provide the financial stewardship you need as we clarify your legacy goals and develop your comprehensive estate planning strategy.
UBS Private Wealth Management
Significant wealth requires bespoke opportunities
Given the multifaceted scope of your wealth, we recognize that your needs are unique. That's why our practice is focused on delivering the truly bespoke solutions you deserve. Through the firm's exclusive Private Wealth Management division, our team has access to the global depth and breadth of UBS resources and expertise that complement and deepen our advice and the opportunities we provide.
Rod von Lipsey has been recognized as an industry leader
- Forbes Best-in-State Wealth Advisor, DC, 2020
- NABCAP Premier Advisor, 2011, 2014
- Barron's Top 1,000 Financial Advisors, 2012, 2013
Rod von Lipsey – Life and Leadership Lessons I Learned In The Military