Bringing confidence to exceptional families Private Wealth Management

Your wealth is a reflection of your success, your heritage and your passion. Having built dynastic wealth, you need the close collaboration of a trusted Private Wealth Advisor who listens, reviews and helps you move forward by bringing order to your complex situation and optimizing the structures you have in place.

We understand your time is at a premium and you are looking for substance. That's why we take a business plan approach to personal wealth management. Our background in institutional investing and our deep history with multigenerational families, entrepreneurs, and private equity executives gives us the perspective and knowledge you need to unlock opportunities, preserve wealth and create continuity.

The Weiss Group


phone

212-821-7070



phone

855-216-8767





address

New York Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171



“With our deep industry knowledge, market acumen and comprehensive planning capabilities, my team and I are like a think tank for exceptional, affluent families.”

— Loren Weiss


Your plan

Wealth strategies for every phase of life

With our team's extensive private wealth background, we bring an experienced perspective to the intersection of wealth management and estate planning. Through our integrated financial planning process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.

Your investments

Our experience makes us insightful investors

By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS's open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.

Your access

Connecting you to the deep resources of UBS

As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks. Our clients trust us to work directly with their accountants and estate attorneys so we can incorporate all perspectives into one integrated approach.


Understanding the unique challenges of dynastic wealth

Helping to preserve wealth for future generations

Attuned to preserving the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

A comprehensive plan includes:

  • Wealth planning
  • Trust and estate planning strategies
  • Corporate executive services
  • Private banking
  • Insurance
  • Liability management

Comprehensive wealth transfer strategies

We can work with your tax and legal advisors to help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. As an important component of your comprehensive wealth plan, we will address potentially complex tax issues, gifting guidelines and wealth transfer strategies.

  • Legacy planning
  • Trust services
  • College funding strategies
  • Business succession planning
  • Investment banking
  • Strategic or financial buyer

For the people and causes that matter most

Working closely with exceptional families, we collaborate with your tax and legal specialists to achieve your specific legacy planning and charitable giving goals. In that way, we can help you think big, get the most out of the wealth you leave and care for future generations and charitable organizations with the least possible tax impact and expense.

  • Charitable giving strategies
  • Family foundation considerations, setup and supervision
  • Donor advised funds
  • Gifting guidelines
  • Trust and philanthropic vehicles

The Weiss Group: Compound Interests

What are the important goals and decisions that ultra-affluent families are thinking about?


Kevin Kitt has been recognized as an industry leader

  • Forbes America's Top Next-Generation Wealth Advisor, 2017, 2018


Our perspectives


Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts