How U.S.-based employees liquidated company shares in Asia Accessing our global platforms and specialists in Specialized Securities and International Trading, we executed U.S.-based employees stock sales quickly and systematically. several ways to reach your objectives Our software portfolio helps you choose the right drive: You can conveniently download dimension sheets and CAD data, select the best product quickly and easily or design complex kinematic sequences in detail - our software solutions offer various methods of selecting the best, most reliable drive on all axes. Immediate surgery may be necessary to avoid paralysis. So theyre not likely to drop you [], According to the Association for Safe Road Travel, close to a million and a half people a year are injured in car accidents in the United States. For more information on third party rating methodologies, please visitubs.com/us/en/designation-disclosures. WITTENSTEIN alpha offers planetary gearboxes, servo right-angle gearboxes, complete rack and pinion systems, design tools for the entire drive train and accessories. You are hurt and so are the people in the other car. Our production and engineering teams engage in an intensive dialog which lasts throughout the development process. For us as a progressive, family run company selling innovative products, customer service is a key success factor. Exceptional service is essential to a successful relationship. For special requirements such as HIGH SPEED, LOW NOISE or HIGH TORQUE, we develop optimal customer solutions thanks to our many years of experience. Another was for the families of members who passed away. Authorized OfficerSenior Wealth Strategy Associate. Since UBS was not his primary daily banking relationship, the client had encountered numerous delays and errors when sending funds outside of the US. Todd works primary with the most complex family relationships, serving as a single point of contact to help them solve various financial problems in concert with their tax, legal and philanthropic advisors. Put simply, the resources we brought to the table saved the clients millions of dollars that otherwise would have been used to pay taxes. Vice PresidentWealth ManagementFinancial Advisor. Our strength is the close relationship between engineering, manufacturing and assembly. Our initial planetary gearbox series were developed to specifically serve the needs of our major robotics customers in Japan and other areas . She resides in Manhattan with her husband, Alex. The situationAlthough our client was worth more than $100 million, he had never created a comprehensive legacy plan that would help protect and preserve his wealth for generations to come. He currently holds his Series 7 and Series 66 licenses. Build Your Own Gearbox: Configure, size, generate CADs and request quotes. Use the interactive hotspots to find out more. Our portfolio includes cost-effective serial solutions as well as customer-specific high-end developments. She primarily supports the team's administrative functions, concentrating on account maintenance and client communications. He resides in Short Hills, NJ with his wife, Jill, and their two children. in Economics, with a Minor in Entrepreneurship. Since our client now had the tech stocks back in his own name, we did an additional asset swap, exchanging these for the REIT holdings. He enjoys CrossFit and coaching youth lacrosse and resides in Long Island with his wife, Brie, and two children, Marley and Luca. His practice focuses on financial planning, risk management, and investment strategies for high net worth families, entrepreneurs, and not-for-profit organizations representing $3 billion in assets. Sean currently holds his Series 7, Series 66, and Life and Health insurance licenses. An insurance company can drop you whenever theyd like to, and no reason is required. In this instance, the client had a variety of needs that were specific to him. John is an avid golfer and serves as President of Mountain Ridge Country Club. With five decades of experience and a deep background in global wealth management, investment research and estate planning strategies, our team offers a highly personalized approach to pursuing your goals. Our products consistently raise the bar around the world. Greg received his B.S. Visions become concrete ideas, giving rise to products that create mechatronic drive solutions. Our low-backlash planetary and right-angle gearboxes reflect our passion for innovation and the highest levels of precision. Christina currently holds her Series 7 and Series 66 licenses. Its not the end of the [], NEW YORK CITY,QUEENS, BROOKLYN AND KINGS COUNTY, MANHATTAN AND NEW YORK COUNTY, THE BRONX, STATEN ISLAND AND RICHMOND COUNTY, LONG ISLANDNASSAU COUNTY, Copyright 2017-2018 Wittenstein & Wittenstein, ESQ., P.C.. All Rights Reserved. Always setting standards in technical and economic efficiency. The products in the alpha Value Line are the perfect, cost-effective solution for servo axes and linear systems with mid-range requirements. He has four children and eight grandchildren and maintains homes in Palm Beach, FL and summers in Sagaponack, NY. She helps facilitate communication between team members, and helps to promote service excellence for clients. We coordinated with our clients personal lawyers and the UBS Advance Planning Team to best understand our options. 2023 Our goals-based approach to wealth planning can help you see the connections between all aspects of your financial worldwhether thats helping you manage your financial assets, maximize the value of a business or create lasting family wealth. Learn more Our service range Design Engineering Sizing software cymex cymex select CAD POINT Consultation Installation Pick-up & return service Installation on-site Operating & installation instructions Whos The Best Accident Attorney in New York City? Genna Kranis joined the Wittenstein Adelman Lewis Group in 2019. more Dynamics and precision for press automation Drive technology by WITTENSTEIN alpha helps boost the performance of linking systems. The range of technical and commercial requirements for these gearboxes is accordingly very wide. The results As Private Wealth Advisors, our job is to understand the needs of our sophisticated clients, to make them aware of the issues, and to work within UBS or with our trusted partners to find the best solution. She spoke with our client and explained her due diligence process, and importantly, shared her insight about ways she could help him create his own individual charitable plan. - Back pain is the most common complaint after many types of accidents. It was an area he has interest in, there are not wild swings in valuation, and outside of the art itself it is not a capital intensive business. Prior to joining UBS, Jared worked for Stifel as an Investment Strategist and Portfolio Solutions Analyst. In order to provide the highest level of service for when the client is purchasing cars, we dedicated an internal resource to work directly with the client and to facilitate the processing of all payments. Our goal is to provide innovative and future-proof solutions for our customers. The situation Our client was a successful entrepreneur who owned a large franchise business. Given the volatility in these holdings, and the relatively short nature of the GRAT, we examined the idea of swapping the technology assets in this GRAT with more conservative fixed-income assets. Our products consistently raise the bar around the world. The offer was $150 million, of which the he would receive $30 million. Servo gearboxes are used in mechanical and mechatronic drives whenever high torque density is specified in combination with low torsional backlash. Thats how we incorporate all perspectives into one integrated approach. WITTENSTEIN North America Request quote Request Quote We produce 80% of our core product for the global market right here in the USA. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Thats why its always a good idea to consult with New York back injury attorneys if you have suffered from a back injury due to negligence. We were able to implement this strategy which helped our client effectively lock in a $1.3 million gain. more Dynamics and precision for press automation Drive technology by WITTENSTEIN alpha helps boost the performance of linking systems. He was not optimistic about the future of the acquiring company. Always setting standards in technical and economic efficiency. He currently resides in Manhattan. When it comes to managing your wealth, we focus on due diligence, diversification and risk management as the foundation of our investment approach. in Finance from Lehigh University. Maximum precision and dynamics, combined with exceptional torque density, are the key requirements specified for reliable servo gearboxes in practice. WITTENSTEIN develops customized products, systems and solutions for highly dynamic motion, maximum-precision positioning and smart networking for mechatronic drive technology. People pay for insurance, but are afraid to use it for fear of being dropped. Weve achieved some of the highest settlements and verdicts in the Great New York Metropolitan area, but well still take the [], New York City finally entered Phase I of reopening this Monday, June 8th. You are momentarily distracted and hit the car in front of you in the rear. Back injuries can cause numbness in extremities, even if the toes. Here at Wittenstein & Wittenstein, rarely does a day go by without somebody asking us if their insurance company can drop them. The strategy For the clients business needs, we contacted our banking specialists to explore our options. The digital twin allows WITTENSTEIN products to communicate with each other inthe world of IIoT. From packaging lines to machine tools or printing presses, the range is unusually wide. The ultimate class when it comes to servo gearboxes, actuators and linear systems impresses with perfect smooth running, feed force and positioning accuracy as well as maximum power density. With five decades of experience and a deep background in global wealth management, investment research and estate planning, our integrated team offers a highly personalized approach to achieving your goals. If youve been injured and its not your fault theres usually something you can do to facilitate healing or collect money. John has more than 25 years of experience specializing in manager due diligence, portfolio management, and financial planning for high and ultra-high net worth families, entrepreneurs and business owners. The board unanimously approved all of our recommendations. How to Avoid Being Dropped by Insurance Companies, Sharks in the Water Watch Out for Unethical Lawyers. While his current tax advisor was familiar with the QSBS concept, he was not versed enough to fully consider what types of businesses might or might not actually work. - Well work with you to understand such influences as risk and investment time horizon, evaluate your current asset allocation and help you maximize your Social Security benefits. These products from the market leader are setting unique and previously unattainable benchmarks at accuracies of <1 arcmin as well as for compactness, modularity, lifespan and ease of installation. The products in the alpha Value Line are the perfect, cost-effective solution for servo axes and linear systems with mid-range requirements. In cooperation with the UBS Specialized Securities Sales Group, we worked closely with a team of experts to get clarity on Reg S declaration requirements and Rule 701 exemptions. Servo gearboxes, servo motors, servo regulators, sensors, software, servo actuators, servo drive systems, linear systems, medical implants and servo motors for nanopositioning: WITTENSTEIN offers all main technologies for electromagnetic drive systems. Outside of work, he enjoys playing golf and tennis, seeing concerts and shows, and watching basketball. Other times the injury is much more serious, requiring months of therapy or even surgery. We coordinated a discussion with them, our client and his tax and legal team. Because he was dissatisfied with the service from his existing legal and tax advisors, he also requested and trusted our recommendations for a new legal and tax team. Even in this instance, there were a number of questions that our expert QSBS partner was able to weigh in onHow many employees are needed? We will help you include appropriate 401(k) and IRA solutions into a comprehensive retirement plan. We are the perfect partner for special gearboxes that go beyond the standard such as customized planetary, spur or bevel gearboxes. Some of the entities were invested inappropriately, given their mandate. Most of the time however, insurance companies like to keep their customers. At the peak of the crisis there were few cars on the road, but traffic is expected to pick up after the re-opening, increasing the likelihood of accidents. However, our client was still hesitant. Outside of work, Genna enjoys going to the gym, spending time with family, and traveling. Highly flexible control of gripping elements Intelligent small servo drive system for a new gripper spider from FILL. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. In addition to the additional dollars passed to his heirs, the core benefits to our client were twofold: he did not have to sell any of his holdings and he maintained control of his wealthand legacy. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Our products are the foundation. With the current terms, if the stock fell 50%, the net proceeds he would receive would also decline by 50%. This is because when somebody else causes the accident, lawyers can represent you in claims for compensation. Advancing automated guided vehicle systemsDS AUTOMOTION uses our traction drive system in its automated guided vehicle systems. Discussions with his tax and legal advisors helped inform and align our recommendations into a tailored strategy for transferring wealth to the next generation. For our clients philanthropy interests, we connected him to the Executive Director of the UBS Optimus Foundation. From the initial idea throughout the lifecycle of your application we are at your side as we continue to raise the bar for service quality. You will benefit from our years of experience, our highly skilled staff and our services. Notice for Non-U.S. Investors. Email A team of sensor, electronics, software, data and cloud specialists are currently driving digitalization forward. The results Once the deal was made, we worked with our 10b5-1 team to review the various types of plansduration, stock price, timing, etc. Our Advanced Planning Group introduced the client to experienced QSBS tax experts. The WITTENSTEIN alpha sizing tools help you achieve the optimal design for a complete drive train. Through a series of meaningful conversations, we can help you establish a financial plan that prioritizes your goals, determines proper asset allocation, manages risk, considers insurance solutions and assesses estate and charitable planning objectives. Our products are highly innovative and future-proof. Because part of the transaction included stock of the acquiring company, U.S.-based employees needed to identify a firm that could also transact locally on the Hong Kong exchange. Katelyn Solari joined the Wittenstein Adelman Lewis Group in 2019. Best Execution Statement. Megan graduated from Indiana University with a degree in Sports Marketing and Management and minors in Business and Marketing. From the initial idea throughout the lifecycle of your application we are at your side as we continue to raise the bar for service quality. By being proactive, we were able to enhance the benefit of a common estate planning strategy by not just setting it and forgetting it. WITTENSTEIN alpha GmbH Get the best solution within seconds Test the sizing tool cymex select now WITTENSTEIN alpha Smart drive systems and digital services in the Industrial Internet of Things Request whitepaper now! Our strength is the close relationship between engineering, manufacturing and assembly concentrated at our urban production in Fellbach. Therefore you wont find our special gearbox solutions in any catalogue. The Barron's rating is awarded annually in March and is based on information from the prior year Q3. WITTENSTEIN alpha offers extended expertise for high-speed gearing technology for up to 100.000 rpm, high torque and low-noise optimization. Learn more about our alpha servo gearboxes: from the universal SP+ / SP+ HIGH SPEED low-backlash planetary models through the high-precision RPK+ right-angle type to the application-specific HDP+ solution in hygienic design. Statement of Financial Condition. Wittenstein and Wittenstein is dedicated to providing access to the highest quality legal advice to all people seeking legal advice in New York City and Nassau County. Sizing software cymex 5. Reid Wight joined the Wittenstein Adelman Lewis Group in 2022. Private Wealth Management. WITTENSTEIN SE, Highly flexible control of gripping elements, Advancing automated guided vehicle systems, Further characteristics: Food-grade lubrication, Further characteristics:Food-grade lubrication, Further characteristics: Flange with slotted holes (standard), Food-grade lubrication, Further characteristics: Food-grade lubrication, Corrosion resistant, Further characteristics:Flange with slotted holes, ATEX (2014/34/EU), Food-grade lubrication, Corrosion resistant, Optimized mass inertia, Further characteristics: Food-grade lubrication, Corrosion resistant, Optimized mass inertia, Further characteristics: Flange with slotted holes, Food-grade lubrication, Optimized mass inertia, Further characteristics: Flange with slotted holes (standard), Food-grade lubrication, Optimized mass inertia, Further characteristics: ATEX (2014/34/EU), Food-grade lubrication, Corrosion resistant, Further characteristics:Flange with slotted holes, Food-grade lubrication, Further characteristics: Flange with slotted holes, Food-grade lubrication, Metal bellows couplings, Elastomer couplings, Torque limiter, Other models: stainless steel, nickel plated. Megan Earl joined the Wittenstein Adelman Lewis Group in 2015. Polymers Outperform Metals In Precision Gearing, Industrial AGVs: Improving Productivity and Space Efficiency with Smart, Compact Electric Actuators, Technical Brief Understanding the Extensive Benefits of Total Linear Positioning Systems.. For more information on third party rating methodologies, please visitubs.com/us/en/designation-disclosures.html. Thanks to this collaboration, we established a business that was viable and in compliance will all the terms of the deal. Prior to that, he spent 18 years with Bernstein Investment Research and Management, where he was a Principal and Financial Advisor. Downloads Here you will find CAD-data, catalogues, brochures, operating manuals and motor mounting instructions. Industry Competence Machine and Plant Construction Automation, Robotics, Handling Machine Tools Food, Pharma, Converting - Packaging With our know-how, you achieve your goals. The acquiring company agreed. Results: Rapid production time and enhanced performance. The servo gearboxes, actuators and linear systems in the alpha Advanced Line enable customized and industry-specific applications in the accuracy range from 1 to 5 arcmin. After a car crash, its a tremendous relief to realize that you are all in one piece with no catastrophic injuries. For more information, please review the PDF document at, ubs.com/us/en/designation-disclosures.html, Statement of Financial Condition- UBS FSI of Puerto Rico, Important Information About Auction Rate Securities (Not for Puerto Rico), Futures Commission Merchant (FCM) Information for UBS Financial Services Inc. After we explained UBS resources and our global capabilities to our client we were then introduced to 14 other employees who also wanted us to assist them in liquidating their shares. For more information, please review the PDF document atubs.com/relationshipsummary.UBS Financial Services Inc. does not provide tax or legal advice. Our conversations with key decision makers helped clarify how they each viewed the goals of the specific entities: We drew two important conclusions from our review: The results We raised these issues to the trustees, who shared our concerns. WITTENSTEIN alpha develops, produces and sells drives, controls and positioning devices for sectors that require maximum precision. As part of UBS, we can transact in foreign currencies around the world, often more easily than many of our competitors. The result is a sizing tool that sets benchmarks in every respect. Of course, you do! more Our range of products and services is expanding and so we have restructured our portfolio to make it ever easier to find the right product for each specific application in the future. When it comes to the connections between wealth and family, whats important to you is important to us. While our competitors wanted this business, it was our thoughtful and thorough approach to laying out the various options that won over our client. She graduated Magna Cum Laude from the University of South Carolina with degrees in Finance and Human Resource Management from the Moore School of Business. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. We understand each client relationship is unique and know the right questions to ask. in Finance and International Business from the University of Richmond and his M.B.A. from New York Universitys Stern School of Business. Are you as fascinated by technology as we are? She resides in Madison, NJ with her husband, David, and enjoys reading, playing basketball, and watching South Carolina football with friends. Account Sweep Yields. Thats why we thought it would be helpful to address this, and the related issue of when an insurance company can raise your rates. Our manufacturing opportunities range from prototypes, small-scale production up to series. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis. WITTENSTEIN SE. WITTENSTEIN alpha develops and produces drives, controls and positioning devices for sectors that require maximum precision. Our sizing tools help you achieve the optimal design for a complete drive train including servo gearboxes from WITTENSTEIN alpha. One entity served as an operating account. As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources. In todays dynamic economy, periodic reevaluation of all strategies is also a critical part of the process. She currently holds her Series 7 and Series 66 licenses. Her primary responsibilities include client service and assisting with financial planning and portfolio analysis. (217 KB). Beyond investing. New York, NY 10019. The WITTENSTEIN sizing toolshelp you achieve the optimal design for a complete drive train. The results In a short period of about nine months, the technology GRAT had increased more than 20%. Reach your goals quickly with our solutions. All of this happened seamlessly, which enhanced our clients experience working with us. When in doubt, its always a good idea to speak to a trusted personal injury lawyer who can advise you about whether or not you have a case. Our portfolio includes cost-effective serial solutions as well as customer-specific high-end developments. Open architecture, along wittenstein gearbox selector a degree in Sports Marketing and Management and minors in business Marketing... The rear in its automated guided vehicle systems $ 1.3 million gain with mid-range requirements the injury is more... 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