LOS ANGELES--(BUSINESS WIRE)--UBS Private Wealth Management announced today that Mainsail Wealth Partners, an advisor team in the firm’s Los Angeles Private Wealth office has been named to the Forbes America’s Top 100 Private Wealth Management Teams list for 2023, ranking #7 in the nation. Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families. The team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice. Mainsail Wealth Partners has also been recognized as a Barron’s Top 100 Private Wealth Team (2021 – 2023) and Forbes America’s Top Wealth Management Team (2022 – 2023). The second annual Forbes/Shook Top Wealth Management Teams Private Wealth list includes 100 teams with cumulative assets of more than $1 trillion.

Source: Forbes November 20, 2023 18:18 UTC