Plan strategically. Move forward confidently.

Private Wealth Management

At the The Bull-Wiebler Group, we’re not only experienced private wealth managers, we’re financial planning advocates who connect goals to solutions and opportunities. As members of the exclusive UBS Private Wealth Management division of our firm, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf. Whether you’re an entrepreneur selling one business to purchase another, a professional hockey player negotiating a new contract, or building and preserving wealth today for your family’s legacy tomorrow, we have the knowledge to guide you forward.

Our strategic planning approach and thoughtful advice—beyond investing—will evolve with you over time. Our team is young, hardworking and passionate about simplifying your financial life. Trust that we’re committed to taking care of you and those you care about most, so you can confidently focus on the future and the many other priorities in your life.

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Your business

Is this the right time to sell?

Given our experience helping many entrepreneurs and founders buy, expand and exit their companies, we believe our advice can add value to this major liquidity event. Our process begins with critical pre-liquidity planning and continues through execution and closing. Prior to the transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale.

Capabilities:

• M&A advisory services

• Private equity and debt financing

• Risk management

• Liquidity solutions

• Capital financing

• Estate and tax planning strategies

Your portfolio

Can my investments weather this storm?

There is always a risk of market volatility. But you don’t have to let uncertainty overwhelm your investment decisions or get in the way of pursuing your long-term goals. Our process takes the “big picture” view of your finances; we can help you navigate the risks versus the opportunities with an appropriate asset allocation strategy.

Capabilities:

• Capital markets research

• Asset allocation

• Investment management

• Sustainable investing

• Private equity, hedge funds

• Structured and alternative solutions

Your family legacy and purpose

Will they be OK when I’m gone?

We understand the dynamics of families and their wealth transfer concerns and will work with you to build a thoughtful plan for transitioning assets to future generations. Our conversations will focus on your priorities, goals, concerns and values, from helping you instill family financial responsibility to creating a lasting philanthropic legacy.

Capabilities:

• Estate planning strategies

• Family governance

• Multigenerational family meetings

• Financial education and next-gen stewardship

• Family office solutions

How can my wealth make an impact?

We’ll help you align your giving strategy with your values, your purpose and the personal impact you hope to make in the world and in the lives of others. Whether you are new to philanthropy or a veteran philanthropist, committed to your community or initiatives worldwide, we can offer you a truly robust selection of opportunities for pursuing your charitable goals.

Capabilities

• Donor advised funds

• Charitable trusts

• Private foundations

• Gifting

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Practical planning for professional athletes

For professional hockey players, your current success on the ice is all the more reason to plan ahead. We look at your entire financial picture. We clarify your goals and concerns, and then design a plan that can help you feel confident about the future, no matter what life—or the NHL sends your way.

^{The Bull Wiebler Group and UBS Financial Services Inc. are not affiliated with the National Hockey League. The NHL did not approve or endorse this material.}

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