Top Wealth + Best-in-State + Barron's 100 · rank 3 · New York, New York · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Adam Epstein - UBS Private Wealth Management” — forbes_shook
- Parent company — UBS Group AG (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — Epstein Partners (high)
- “At Epstein Partners, we understand that every family is unique in its circumstances and challenges.” — firm_official
- Team size — 17 (medium)
- “17 Investment professionals on the team” — firm_official
- CRD — 4043653 (high)
- “"ind_source_id": "4043653", "ind_firstname": "ADAM", "ind_middlename": "F", "ind_lastname": "EPSTEIN"” — sec_finra_regulatory
- Years experience — 26 (high)
- “"ind_industry_cal_date": "1999-10-25"” — sec_finra_regulatory
- Designations — CIMA (high)
- “Certified Investment Management Analyst (CIMA)” — firm_official
Book of business
- Team AUM ($M) — 7900 (high)
- “Team Assets: $7.9B (custodied)” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size: $10M” — forbes_shook
- Typical client net worth ($M) — 60 (high)
- “Typical Net Worth of Relationships: $20-100M” — forbes_shook
- Client niche — multigenerational families, founders/entrepreneurs and senior executives (high)
- “Multigenerational families” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"ind_bc_scope": "Active", "ind_ia_scope": "Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/epsteinpartners/ (high)
- “Epstein Partners - New York, NY | Financial Advisors” — firm_official
- Value proposition (verbatim) — Driven to deliver beyond expectations. The boutique family office experience we've created is focused on anticipating your complex needs and exceeding your expectations across each area of your life and wealth. (high)
- “The boutique family office experience we've created is focused on anticipating your complex needs and exceeding your expectations across each area of your life and wealth.” — firm_official
- Differentiators — boutique family office experience, one of the largest advisory teams at UBS, customized solutions with highly responsive service and efficient execution, goes beyond investing capital to customized lending, family wealth planning and education, 17-professional bench serving multigenerational families (high)
- “When it comes to growing and protecting your family's wealth, we provide thoughtful, customized solutions with highly responsive service and efficient execution.” — firm_official
- Content marketing — none (medium)
- “No dedicated newsletter, blog, podcast, or news/insights links are provided.” — firm_official
- Has podcast — no (medium)
- “No dedicated newsletter, blog, podcast, or news/insights links are provided.” — firm_official
- Books published — 0 (medium)
- “Prior to joining UBS in 2015, Adam was a Director at Credit Suisse, a Principal at Bernstein, and a Vice President at Merrill Lynch.” — firm_official
- Linkedin url — https://www.linkedin.com/in/adamepstein1285/ (high)
- “Adam Epstein - UBS Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “The page includes social media connection options (Facebook, LinkedIn, Twitter) but does not display direct URLs to these accounts or content feeds.” — firm_official
- Press awards — Barron's Top 250 Private Wealth Management Teams (2026), Barron's Top 100 Financial Advisors (2026), Barron's Top 100 Private Wealth Management Teams (2023), Barron's Top 250 Private Wealth Management Teams (2024, 2025) (medium)
- “Barron's Top 100/250 Private Wealth Management Teams (2022-2026)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “UBS_Logo_Semibold.svg” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard UBS corporate template: red accent marks on white, semibold sans wordmark. Professional team headshots, aerial landscape photography, family-and-community lifestyle imagery. No team-specific visual identity. (high)
- “Driven to deliver beyond expectations” — firm_official