Life, wealth and the journey forward Private Wealth Management

At Witover Tacher Private Wealth Partners, we are an experienced, multigenerational team that focuses on every aspect of our relationship with you—well beyond your investment needs. We strive to take a central role in your life, to connect with generations of your family and to accompany you throughout your journey. Because our strengths rest on the depth of our wealth management insight, our trading experience, our many years of nurturing all aspects of our clients financial and personal lives, as well as our detailed approach to addressing your balance sheet, our advice will integrate all the critical components that can impact your long-term financial well-being. Most importantly, given our broad access to resources within UBS Private Wealth Management, we thoroughly assess your goals and review the solutions available before recommending them to you.

Today, our team is embracing both a dynamic market environment, as well as the diversity of our clients and their needs—across generations, gender and professions. To us, it is even more critical than ever that we offer you a range of talent, perspectives and capabilities. We are communicators and collaborators who are committed to your best interests and your personal journey, whether it is building a company or a legacy, transitioning from a career or a life event. But we are also strong and decisive individuals who bring our own independent ideas and seasoned perspectives to the table. You can trust our advice will reflect the priorities and the future you envision for your family as we help you move forward.

Witover Tacher Private Wealth Partners






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







Our office locations in Manhattan and on Long Island

UBS Financial Services Inc.
1285 Avenue of the Americas
38th Floor
New York, NY 10019

Long Island
UBS Financial Services Inc.
One Jericho Plaza
Suite 205
Jericho, NY 11753

Independent thinking shapes our advice

Pursuing what’s right for you

Asking the critical questions and finding definitive answers is what our team does best. That’s how we gain a thorough understanding of your entire financial picture—both sides of your balance sheet. In return, we are better positioned to deliver objective, informed and complete advice always customized to your goals.

We have a collective outlook and investment strategy that is shaped by diverse individual experiences, including field leadership, fixed-income trading, investment banking and financial planning. We have sharp analytical skills and a keen eye for anticipating opportunities and risks that may be on the horizon.

Over the course of more than five decades, we have managed our clients’ portfolios through the ups and downs of market crashes, bubbles and recessions. We continue to maintain no allegiance to one investment style or proprietary product, forming our opinions and making our decisions independently. With capital preservation always at the core of our advice, we work relentlessly to help address the complex needs of your family, to reduce unnecessary risk and to execute the right strategy for your needs today and for generations to come.

Our global scope. Our personal commitment.

Accessing all of UBS Private Wealth Management, focused on you

Guided by your needs and objectives we leverage all that UBS Private Wealth Management offers, including extensive planning capabilities, thought leadership and portfolio strategy. In addition, we deliver an entire suite of Family Office services to find the most effective solutions for you.

Our team works collaboratively on your behalf to access solutions and experts across our vast global firm. We will also coordinate with your other professional advisors to deliver well-aligned recommendations.

Advanced planning solutions
Working with our estate and trust teams as well your tax and legal advisors, we’ll provide an analysis that integrates your current estate planning goals with pre- and post-liquidity goals, wealth transfer and charitable giving strategies. Our conversations will focus on:

  • Liquidity planning
  • Inheritance planning
  • Trust management
  • Estate tax liability management
  • Lifetime gifting strategies
  • Asset titling and ownership
  • Asset replacement solutions such as life insurance

The UBS Investment Bank
If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team, advanced planning team and our extended network of specialists for insight into structuring your transaction, appraisals, valuations as well as post-sale planning. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.

UBS Family Advisory and Philanthropy Services
In our practice, we’ve found that many parents don’t feel comfortable sharing financial information with their children, even when they’re grown. That can lead to heirs being unprepared for the responsibilities that come with significant wealth. Together with UBS Family Advisory and Philanthropy Services, we can help host and facilitate family meetings and financial educational opportunities that encourage your family to openly communicate—perhaps for the first time. We believe open communication is what makes a family flourish.

We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan. For select clients, our team is proud to introduce the UBS Optimus Foundation, a global network of charitable foundations. The UBS Optimus Foundation focuses on programs in the areas of child health, education and protection. Through the Foundation, we can work with you to transform good ideas into great programs for the benefit of vulnerable children around the world.

Family Office Solutions Group
Drawing from all disciplines, the Family Office Solutions Group is an accomplished team of specialists dedicated solely to helping prominent families address virtually every aspect of their life’s ambitions. Collaborating with our Family Office Solutions Group, our team strives to bring the best of UBS insight and expertise to our exceptional clients—helping them explore highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions. In addition, for select clients, we can introduce you to the UBS Global Family Office Group, a centralized platform that leverages the firm’s institutional and wealth management platforms.

The value of a Family Office Consultant business
designation (FOC)

A select group of Financial Advisors have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ken Witover and Adam Rosenthal, as Private Wealth Advisors and FOCs, align specific needs to the full suite of UBS capabilities. They strive to help clients address their critical concerns and to pursue their most important goals.

Invested in the lives of our clients

Relationships built to last

Our clients choose us for many reasons, from our deep industry roots to our investment insight to the opportunities we can offer as Private Wealth Advisors. But we believe that it’s our focus on service that our clients and their families value most.

The diversity of our team
As a multigenerational team ourselves, the diversity of our group and our experience span decades. We bring an expansive understanding of financial planning, divorce financial analysis, and sustainable and impact investing insight. Together, we can provide more in-depth advice that can better address your priorities and concerns. We believe you and your family members of any age can benefit from this approach.


While every member of our team is hands-on and informed, we believe our client service is especially unique. Every day we help make your financial world simpler, so you can focus on everything and everyone else that matters to you.

Industry leadership

Ken Witover

  • Barron’s Top 50 Private Wealth Management Teams, 2019
  • Barron’s Top 1,200 Financial Advisors, 2014 – 2019
  • Forbes Best-In-State Wealth Advisors, New York, 2018 – 2020
  • Financial Times 400 Top Financial Advisers, 2015, 2020
  • Barron’s Top 1,000 Financial Advisors, 2011 – 2013

Adam Rosenthal

  • Barron’s Top 50 Private Wealth Management Teams, 2019
  • Barron’s Top 1,200 Financial Advisors, 2014 – 2019
  • Forbes Best-In-State Wealth Advisors, New York, 2018 – 2020
  • Financial Times 400 Top Financial Advisers, 2015, 2020
  • Barron’s Top 1,000 Financial Advisors, 2011 – 2013



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