50+
Collective years of experience
The Betesh Group at UBS provides comprehensive wealth management for high net worth families, senior executives, and private business owners.
Through UBS Financial Services, our clients hold individual accounts, corporate accounts, and trust accounts. Collectively, we offer over 50 years of professional investment experience.
Our greatest satisfaction comes from helping our clients navigate their journeys, through the long term relationships we have built together.
50+
Collective years of experience
$500M+
Assets under management
$5M+
Median entrepreneur client size
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice
For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Authorized Officer
Senior Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Authorized Officer
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
In this 2026 guide you can explore an array of planning ideas, such as:
Modern philanthropy made simple
A Donor-Advised Fund (“DAF”) can provide you with a cost-effective and flexible way to donate to your favorite charities and help you address your philanthropic goals, including creating a lasting legacy that can involve your family members.
Generative artificial intelligence (genAI) has the potential to transform industries. We view this technology transition as a platform shift, owing to the underlying performance of the technology and its ubiquitous applicability.
We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.
Insights into effective governance practices
Families that rated their governance as effective shared a common theme: they invested in time, people and purpose. These families were deliberate in choosing individuals—both from within and outside the family—who could contribute to long-term decision-making.
Insights from 300+ UBS family office clients on strategic asset allocation, attitudes to risk, professionalization and governance, costs and staffing, and succession planning.
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
