The Elefant Group is a team of wealth management advisors led by Managing Director David Elefant, operating under the umbrella of global financial services firm UBS. The group provides comprehensive wealth management services tailored to high-net-worth individuals, families, and institutions. Their approach integrates financial planning, risk management, and customized investment strategies to help clients achieve their long-term financial goals, from wealth accumulation and preservation to legacy and estate planning. They leverage the extensive resources and global expertise of UBS to offer a wide range of financial solutions.

Founded in

United States