Advice.
Where value begins. Private Wealth Management 
Where value begins. Private Wealth Management
What can you expect from your relationship with us?
An experienced team of Private Wealth Advisors
that offers you comprehensive wealth management skills, the global knowledge of investors and the stewardship of complex family wealth. We believe that as a team of men and women spanning four generations, we have the viewpoint necessary to provide the guidance our clients deserve.
A diversity of perspectives, across markets and experiences.
We are a large team with a range of experience. We have actively managed assets through seven bear markets and six recessions. To us, this diversity makes us stronger, more insightful advisors, as we help successful individuals, family offices and institutions navigate markets for their future generations.
Advice tailored to who you are.
As a multigenerational practice, we understand how clients and their financial priorities and challenges evolve and change over time, with every stage of life. Whatever your age or goals, you can expect advice that is truly relevant to you and your future. We believe that is where value begins.
ViewPoint Partners
212-821-7201
800-308-3140
Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171
Our office locations
1285 Avenue of the Americas
38th Floor
New York, NY 10019
51 JFK Parkway
Suite 240
Short Hills, NJ 07078
Industry recognition
Andrew Perry, FOC
- Barron's Top 50 Teams, 2020
- Barron's Hall of Fame, 2019, 2020
- Forbes Best-In-State Wealth Advisors, New Jersey, 2018, 2019, 2020
- Barron’s Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron’s Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
- Barron’s Top 100 Financial Advisors, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017
Todd Perry
- Barron's Top 50 Teams, 2020
- Forbes Best-In-State Wealth Advisors, New Jersey, 2018, 2019, 2020
- Barron’s Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron’s Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
- Barron’s Top 100 Financial Advisors, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017
Sharon Sager, FOC
- Barron's Top 50 Private Wealth Management Teams, 2020, 2021
- Barron's Hall of Fame, 2019, 2020, 2021
- Barron’s Top 100 Women Financial Advisors, 2006 – 2021
- Forbes America’s Top Women Advisors, 2017 – 2021
- Forbes Best-In-State Wealth Advisors, New York, 2018
- WealthManagement.com and REP. magazine Top 50 Wirehouse Women, 2014
- Financial Times Top 400 Financial Advisers, 2013, 2017
Aligning goals, values and generations
A planning approach for all that matters
It’s the important things—family, our values, the impact we have on others—that unite us. What are your values? How will you pass them on to your children? Because families and their views on wealth can be complicated, we’ll work with you and your loved ones to understand your values—from your business aspirations to your charitable intentions—and how to try to best align them strategically with your goals for the future. Your plan will be based on not just investments, but on people and how we can help you take care of those you love and to help preserve your legacy—for generations to come.
Instilling financial responsibility
Successful stewardship of your wealth by the next generation depends on preparation and communication. Because our clients are deeply concerned about the role—positive and negative—that wealth will play in their families, we go the extra mile to help each generation preserve the wealth you’ve worked hard to create.
Early and ongoing conversations with children about family assets and inheritance is key. Our team can help guide you through these sensitive discussions by exploring the deeper issues and dynamics of your family— how you collectively think about money, budgets, inheritance and, ultimately, financial responsibility. We strive to ensure your legacy thrives for generations to come.
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.
More insights
UBS House View UBS Investment Strategy Guide
Liquidity, Longevity, Legacy. A purposedriven approach to wealth management
Doing well by doing good Impact investing
Benefactors and heirs disagree on the barriers to open conversations
Question: “What are/were the barriers to having discussions about inheritance plans?”
Connecting your families to the capabilities that matter
Family Office Solutions Group
How do you facilitate intergenerational wealth management? Our team understands the dynamics of families working together to make important life decisions—for today and tomorrow. Collaborating with UBS's Family Office Solutions Group, we bring the best of UBS insight and expertise to our exceptional clients—helping them explore unique and highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions.
UBS Global Family Office
Given the complexity of our clients’ wealth and goals, we work with them to coordinate relationships with the UBS Global Family Office. This centralized platform harnesses the full scope of the firm’s institutional and wealth management resources—UBS traders, investment bankers, analysts and sales teams in every market, asset class and currency to serve the needs of successful families worldwide.
From highly tailored investment portfolios to credit and lending services to advanced legacy, estate and philanthropic planning strategies, the cross-divisional team of Global Family Office specialists accesses the depth and breadth of UBS to support the unique needs of your family and business.
A firm-wide integration of
Family Office services
Corporate client solutions
Corporate lending, financing and advisory through all stages of business:
- Early-stage growth capital
- Ongoing funding: debt and equity
- Realizing capital
- Mergers and acquisitions
- Exit via sale or IPO
Investor client services
- Institutional coverage
- Innovative structured solutions
- Access to new equity and debt issues
- Trading platforms including prime services
Private investments
- Access to UBS and third-party proprietary deal flow
- Direct investment opportunities in equity, debt, real estate and special situations
Investment advisory, mandates and investment funds
- Sophisticated tools for strategic asset allocation
- Global research
- Institutional portfolio management capabilities across all asset classes
Financing
- Expertise in complex structured financing
- Capabilities tailored to address investment, cash flow and asset portfolio needs
Wealth services
- Wealth planning and family advisory
- Philanthropy solutions and advisory
- Global conferences and peer networking opportunities
More insights
The Family Office Compass Built for generations
Billionaire report New value creators gain momentum
A global network at your disposal with expert insights and in-depth research
Committed to financial stewardship for life
One relationship. All of UBS.
Working with the specialists and thought leaders of UBS Private Wealth Management, we recognize that this is not simply a division of our firm. It’s a dedicated network of insight and resources. More importantly, it’s a commitment we make to you and your family to provide objectivity, our best thinking, and access to the global opportunity that UBS offers.
Our team consists of eight partners, private wealth advisors, with extensive industry experience and a full service staff who work seamlessly together to understand you, the success you’ve created and your vision for the future. Our industry experience gives us true insight into great wealth and everything it can help you accomplish. ViewPoint Partners strives to be the first call you make for advice on your financial life, and the one relationship you trust for the stewardship we believe your wealth deserves.
Tailored advice for your financial life and wealth
Advanced Planning
The complexity of your wealth demands a critical understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with our Advanced Planning specialists, we’ll evaluate how changes in the legislative and tax landscape might impact your wealth and develop appropriate strategies for protecting it.
Family Advisory and Philanthropy Services
Ultra high net worth families require both a strategic and sustainable approach to managing their wealth for continuity. Working with this team of specialists, we’ll take a systematic approach that extends beyond the purely financial to include wealth transfer, family governance, family office governance and family business succession.
Portfolio Advisory Group
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 approach and portfolios designed to address your specific needs.
Tailored financing solutions
Through the extensive UBS Banking platform, you can gain access to innovative credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized financing solutions for private aircraft, art and other passions.
More insights
The Art Market 2019 An Art Basel & UBS Report
Global Philanthropy Report Perspectives on the global foundation sector
It’s more than just the money Implementing effective family governance strategies
A global leader in wealth management
- Best Services for High Net Worth Clients (USD $5 million – USD $30 million), Euromoney, 2018
- Best Family Office Services, Euromoney, 2018
- Best Research and Asset Allocation Advice, Euromoney, 2018
- Best Services for Philanthropy and Social Impact Investing, Euromoney, 2018
- Best Services for International Clients, Euromoney, 2018
- Best Services for Succession Planning Advice and Trusts, Euromoney, 2018
- Best Global Private Bank, Euromoney, 2018
- Best Global Brand in Private Banking, PWM The Banker, 2018
Our perspectives
Cashin's Comments
Insights
