Cutting through to what truly matters for families Private Wealth Management 
We have a rich history of helping to guide exceptional multigenerational families, entrepreneurs and family offices through multiple market cycles. Beyond our comprehensive wealth management experience, our process aims to preserve and grow our client’s wealth across generations by optimizing the resources of one of the world’s largest wealth managers while delivering a deeply personalized experience.
We pride ourselves for being level headed and great listeners, and working with a limited number of clients who we treat like family, which allows us to provide individual guidance and a tailored approach.
White & Kramer Group
310-734-2405
310-734-2406
855-208-6173
UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067
“Cutting through to what truly matters is our calling card. When you bring us on, you work directly with Kevin and me. Our service is as custom as it gets.”
— Steve White
Access
The resources of UBS Private Wealth Management
Many families with significant wealth demand a broad array of resources and services. As UBS Private Wealth Advisors, we are defined by our training, focus and deep understanding of complex wealth and the families who create it, inherit it and pass it on. We can help bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.
Education
Helping to preserve multigenerational wealth
Our team helps you navigate the intersection of family, business, finance and legacy by developing innovative strategies that serve current generations and yet are flexible enough to meet the needs of future generations. By offering financial education to each generation, we help address family dynamics ranging from wealth transfer and preservation strategies to philanthropic pursuits.
Connection
Access to a network of specialists at UBS
We provide access to the highest levels of senior leadership at the firm and a vast network of financial and intellectual experts in Wealth Management, Asset Management and our Private and Investment Banks. By teaming with other select UBS Advisors and by working directly with your accountants and estate attorneys, we can get you the right resources within or outside the firm, directly and efficiently.
“Our clients typically stay with us for decades. I believe that’s because of our higher level of service—our white glove approach, if you will.”
— Kevin Kramer
Understanding the unique challenges of significant wealth
As a team, we are backed by the global strength, access and resources of UBS.
Our perspectives
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