I am fortunate to partner with a select number of affluent families to help them identify and strategize around the most important financial issues in their lives. Most often, our clients' goals include wealth transfer for future generations, best practices for their philanthropy, investment & liability management, life insurance, and tax minimization. The Weiss Group is based in the UBS Private Wealth flagship office on Park and 48th. Over the past 30 years, I have observed and integrated those practices of wealth management that I have found most effective. We invite you to chat with us and see if our approach is right for you. (212) 821-7070.