Legacy Multi‑Family Group (UBS)

Overview

The team helps clients coordinate investment, planning, lending, philanthropy, estate, and wealth-transfer needs through a repeatable process that maps each client’s financial life, goals, intentions, concerns, and challenges.¹

History

Ryan Bristol joined UBS Private Wealth Management in 2021 after nine years at J.P. Morgan Private Bank. Jenna Kraczek also joined UBS in 2021 and brings more than 20 years of financial services experience.¹

Leadership

Ryan Bristol is Managing Director, Wealth Management and Private Wealth Advisor. Patrick Schaffer is Managing Director, Wealth Management and Financial Advisor, serving as a senior portfolio manager, family office consultant, and institutional consultant.¹

Corey Mazza is Senior Vice President, Wealth Management and Private Wealth Advisor. Barry Peterson is Senior Vice President, Wealth Management and Private Wealth Advisor. Dhanesh Bharvani is Senior Vice President, Wealth Management and Private Wealth Advisor. Jenna Kraczek is Senior Wealth Strategy Associate and Portfolio Associate.¹

Services

Legacy Multi-Family Group describes services including investment management, portfolio construction, pre-transaction planning, long-term financial planning, lending, philanthropy, trust and estate planning, and generational wealth transfer.¹

The team’s listed responsibilities include implementing investment strategies and portfolio trading, as well as supporting business owners, families, and nonprofits with trust and estate planning, wealth transfer, portfolio construction, and portfolio management.¹

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Philanthropy
• Business owner services

Client Focus

The group works with C-suite executives, entrepreneurs, founders, business owners, multigenerational families, and nonprofits.¹

Approach

Legacy Multi-Family Group says it uses a repeatable process to organize a client’s complete financial picture and connect planning decisions with the client’s goals, intentions, concerns, and challenges.¹

FAQs

Related resources

• LocationMultifamily offices in Los Angeles

  This Los Angeles directory helps compare multifamily office options by location and service focus. It gives a family or business owner context for evaluating a UBS Private Wealth Management team serving executives, founders, entrepreneurs, and multigenerational families, including investment management, planning, estate, philanthropy, and business owner needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A reader can use these materials to prepare questions about estate planning, family wealth transfer, philanthropy, and coordination with investment management when speaking with a private wealth team.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Its materials can help business owners consider questions about ownership transitions, governance, liquidity, and family priorities before discussing business owner services and long-term financial planning.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client structure conversations with a multifamily office. Topics such as investment approach, planning scope, fees, communication, and work with outside advisers can clarify fit for a founder, C-suite executive, or multigenerational family.

• Similar firmsAngeles Investment Advisors, LLC
  Arrowroot Family Office
  Centura Wealth Advisory

  These profiles provide comparison points for readers reviewing other firms listed on MultifamilyOffices.com. Looking at Angeles Investment Advisors, LLC, Arrowroot Family Office, and Centura Wealth Advisory can help a family or business owner identify questions about services, client focus, and planning priorities before contacting Legacy Multi-Family Group.

Sources

1. Legacy Multi-Family Group, UBS Private Wealth Management
2. UBS Financial Services Inc. Form ADV

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.