Areas of Specialization:
The team of Jack G. Burns, Peter Krones, William Liebowitz, John Forgatch and Kinsley Brodax advises individual and high-net-worth investors, corporations and institutions in the areas of financial planning, asset management and portfolio risk management.
Fixed-income securities, insurance planning, professional money management, lending solutions, philanthropy and gifting services, hedging and monetizing concentrated stock positions.
Financial Planning services are provided in our capacity as a registered investment adviser.
Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances.