Private Family Wealth Partners (UBS)

Overview

The team works with entrepreneurs, real estate professionals, entertainers, and private family offices for billionaires. UBS designates the practice as a Family Office Consultant group for its experience with clients holding more than $100 million in assets.

History

William “Bill” Calvert joined UBS in 2008 after careers at Goldman Sachs and Lehman Brothers. The team reports more than 200 years of combined experience, averaging roughly 25 years per advisor.

Leadership

- William “Bill” Calvert: Managing Director, Wealth Management, Private Wealth Advisor, and Family Office Consultant. - M. Scott Harries: Managing Director, Wealth Management, Private Wealth Advisor, and Family Office Consultant. - Daniel Gray: Managing Director, Wealth Management, Private Wealth Advisor, and CPWA® professional specializing in wealth planning, liquidity events, and concentrated stock positions. - Tony De La Rosa: Senior Vice President, Wealth Management, and Financial Advisor serving technology entrepreneurs, business owners, entertainment clients, and next-generation inheritors.

Services

Services address investment management, philanthropic giving, family governance, risk management, financing, wealth transfer, legacy planning, and business transition. The team acts as a single point of contact, coordinating UBS resources and expertise for family offices.

What the firm offers

• Investment management
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments

Client Focus

Private Family Wealth Partners serves substantial wealth across generations, including complex entrepreneurial, entertainment, real estate, and family-office needs.

Approach

The team reports a focus on proactive, personalized, objective, and transparent advice designed to support clients’ financial well-being and long-term legacy goals. It describes a boutique client experience supported by UBS global resources and its Private Wealth Management division.

Assets

The team reports that clients have entrusted it with more than $40 billion in assets.

FAQs

Related resources

• LocationMultifamily offices in Los Angeles

  This Los Angeles directory helps families compare local firms by service focus and client profile. It can provide context for assessing needs such as investment management, estate planning, philanthropy, and family governance across generations.

• Network siteEstatePlanner.com

  EstatePlanner.com offers guides on wills, trusts, and related planning topics. Readers can use them to prepare questions about estate structures, intergenerational transfers, charitable goals, and coordination with investment and risk planning.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners can use these materials to consider succession, ownership transitions, family education, governance, and the relationship between enterprise wealth and personal planning.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client structure an initial conversation with a multifamily office. Questions can cover investment oversight, alternative investments, insurance, estate coordination, family education, fees, reporting, and experience serving substantial wealth.

• Similar firmsAndina Capital Management, LLC
  Catalyst Family Office
  Confluence Capital Advisors, LLC

  These profiles provide additional points of comparison for a family reviewing wealth-management options. Andina Capital Management, Catalyst Family Office, and Confluence Capital Advisors can help readers broaden research across firms serving complex family, investment, governance, and planning needs.

Sources

1. Private Family Wealth Partners, UBS Private Wealth Management
2. UBS Financial Services Inc. Form ADV, SEC file 801-7163, CRD 8174

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.