Land of opportunity

• Agricultural lands
• Farmlands
• Ranch and timberlands
• Historic plantations
• Horse farms
• Large-tract recreational or conversation lands

• Vegetables
• Citrus
• Tree nuts
• Cotton
• Swine
• Grain
• Cow/calf operations (dairy/beef)
• Timber land/recreation land
• Turf, grass and sod

Like any business, family businesses face challenges in planning transitions of ownership and management. In fact, industry experts estimate that about 30% of family businesses remain active through the second generation of ownership and 10% through the third.1 It's never an easy choice to pass on the business you've spent years building. But we have the experience and the network of professionals to address your generational planning needs.

Because family participation is so critical, we help you develop a family vision for what you would like to achieve and help educate family members—immediate or extended—about the responsibilities of inherited wealth. Expect a customized and tax-efficient strategy for transitioning your land to future generations or meaningful causes you support.

¹ Craig Aronoff, Family Business Consulting Group, www.thefbcg.com/Family-Business-Survival--Understanding-the-Statistics, accessed February 20, 2017.

Our team has found that many business owners haven’t focused on planning their exit—particularly the estate planning necessary for a large liquidity event. Even more important, they may not have prepared themselves financially—or mentally—for taking this major step.

That's why we work with you throughout the decision-making process. Our early-stage involvement and planning conversations enable us to access all of the UBS resources you need to support your business goals as well as long-term wealth preservation and tax planning.