We aim to simplify the complicated

Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

Learn more

For families with substantial wealth, having an experienced team to help you thoughtfully address how to pass your wealth to others can make all the difference. We have deep experience advising multigenerational families on the strategies to help maximize your wealth’s impact, now and for the future.

We can help you develop a plan for passing on your wealth to future generations that makes sense for your family, while also aligning with your overall objectives and investment goals.

Learn more

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

• Finalize your trust and estate strategies 
• Work with us to interview and select the investment banker that works best for you
• Finalize your exit plan and focus on getting the best deal for the sale
• Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
• As needed, prepare employees and managers for the transition
• Think about what’s next for you and your future, after the sale

• Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
• Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
• Build the right pre-sale advisory team, including an investment banker, attorney and CPA
• Explore gift and estate strategies to help maximize net proceeds from a sale

• Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
• Fine-tune your business model to be most appealing to a buyer
• Make sure business documentation and financial statements are in order
• Put together a team to prepare the business and optimize value
• Strengthen your management team

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

We tap our vast global resources to create a broad array of solutions—both private and institutional—for your specific needs. You can count on us to fit that into your broader wealth plan.