Private Family Wealth Partners is a highly experienced and reputable wealth management firm based in Los Angeles, CA. With over 150 years of collective experience, their team of experts provides comprehensive financial advice and guidance to clients with substantial wealth, addressing a wide range of issues including estate planning, tax strategy, philanthropy, risk management, and more. They are dedicated to serving the best interests of their clients and have been entrusted with over $30 billion in assets, offering a boutique feel backed by the resources of UBS, the largest wealth management firm in the world.
As part of UBS's Private Wealth Management division, Private Family Wealth Partners has access to a vast network of global resources, enabling them to deliver personalized and tailored solutions to help clients achieve their most important financial goals. Their team of highly trained advisors, including Family Office Consultant Ryan McClellan, provides comprehensive services and expertise in areas such as family and philanthropy advisory, portfolio management, and global research. With a commitment to integrity and a focus on creating a lasting legacy for their clients, Private Family Wealth Partners is recognized as a top wealth management team by prestigious publications such as Barron's and Forbes.
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