Oster-Konigsberg Wealth Management - UBS Financial Services Inc.
Oster-Konigsberg Wealth Management, a division of UBS Financial Services Inc. in San Francisco, CA, offers private wealth management services that focus on delivering access to a wide range of solutions and resources. With a team of experienced professionals, they provide well-informed investment and planning advice to help clients grow and preserve their wealth, whether it's managing investment portfolios, maximizing liquidity events, or creating lasting family wealth. Understanding the dynamics of families and their wealth transfer concerns, Oster-Konigsberg Wealth Management also offers tailored solutions for multigenerational families, helping them shape family wealth, philanthropy, and legacy. Additionally, they specialize in assisting founders and entrepreneurs in transitioning their businesses from ownership to exit, as well as providing guidance to corporate executives in managing their executive compensation packages and implementing risk management strategies for concentrated positions.Generated from the website