UBS - UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor

UBS Private Wealth Management has announced that Adam Epstein, a distinguished Private Wealth Advisor at the firm's 1285 Avenue of the Americas office, has been recognized in Forbes' America’s Top Wealth Advisors list for 2025. As the founding member of Epstein Partners, one of UBS’s largest advisory teams, Adam provides clients with a blend of global investment consulting and personalized wealth management services.

Epstein and his team emphasize a family-centric approach, focusing on the values and needs of their clients over multiple generations. Their expertise in investment, tax, and estate planning equips them to help clients grow, protect, and preserve wealth. This dedication to client relationships has earned them recognition as one of the Top Wealth Management Teams by Forbes for the past four years.

Adam is a well-respected figure in the industry, holding prestigious designations such as Family Office Consultant and Institutional Consultant, and he has previously held high-level positions at Credit Suisse, Bernstein, and Merrill Lynch. He is also a Certified Investment Management Analyst (CIMA) and a graduate of Bucknell University.

For six consecutive years, from 2019 to 2025, Adam has been included in Forbes’ Top Wealth Advisors list, highlighting his commitment and adaptability in the competitive landscape of wealth management. The top 250 advisors featured in this year's list manage nearly $2 trillion in assets, underscoring the significance of this recognition.

The rankings, compiled by SHOOK Research, utilize both quantitative and qualitative data through comprehensive interviews and nominations from their firms. For additional details and the complete list, interested readers can visit Forbes’ website.

The recent recognition of Adam Epstein, a Private Wealth Advisor at UBS, as one of Forbes America’s Top Wealth Advisors for 2025 underscores the growing significance of personalized wealth management in today’s complex financial landscape. As the founding member of Epstein Partners, Adam’s approach marries the expansive capabilities of a global institution with the tailored services typical of a boutique firm. This blend is particularly appealing, considering the increasing demand for bespoke financial strategies that address individual client needs, especially across generations.

Adam’s acknowledgment aligns with market trends where clients are prioritizing advisors who demonstrate not only technical expertise in investment and tax strategies but also a deep understanding of familial values and legacies. As families face evolving financial landscapes—marked by uncertainties in market conditions, inflation, and regulatory changes—having an advisor with a holistic approach can be invaluable. Adam's credentials, including his Family Office Consultant and Institutional Consultant designations, further enhance his competitive edge.

For investors navigating the current market volatility, seeking counsel from recognized experts like Adam Epstein could prove advantageous. With his comprehensive insight into asset preservation and growth, clients are likely to benefit from well-rounded strategies that mitigate risks while fostering long-term wealth accumulation.

Additionally, with UBS managing a staggering $6.1 trillion in invested assets, this wealth of resources can significantly aid clients in achieving their financial goals. As market dynamics continue to shift, aligning oneself with established professionals and firms renowned for their advisory capabilities and performance history can be a prudent strategy. As such, considering a partnership with wealth managers like Epstein Partners may ensure not only financial stability but also the growth necessary to foster lasting legacies.