$3.9 trillion
In invested assets globally
As of 12/31/2022
At Constellation Wealth Management, we work with entrepreneurs and business owners to help them answer that question. We have 40 years of experience advising successful individuals about growing their business, planning for a sale or succession, maximizing their liquidity event and living well after the transition.
We look to set ourselves apart with the depth of planning we do, the way we anticipate and strategize about the future and our focus on every aspect of a business owner’s personal and financial life. As Private Wealth Advisors at UBS, we offer our clients access to a wide network of experts, as well as global resources to benefit their family and their business.
Business owners and entrepreneurs are different from other accomplished professionals. You need solutions that reflect your intertwined finances, including:
Comprehensive financial advice
You've been laser-focused on building your business, which hasn’t left much time to consider your personal financial life. We draw on the planning tools and resources of UBS to help address your insurance, estate planning strategies and liability management needs.
A team of professionals
All business owners exit eventually. You’ll need a network to advise you on the best way to do it. We can connect you with the attorneys and tax professionals we trust, the business development experts at UBS and our firm’s boutique investment banking network, all of whom can offer input as you start to consider a sale.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Wealth Management Associate
Wealth Strategy Associate
Wealth Management Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Wealth Management Associate
Wealth Strategy Associate
Wealth Management 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
Navigating the complexities of wealth
Business is personal—and so is the decision to exit your business.
For business owners, walking away from the company they have spent a lifetime building is never easy. But without a well-constructed exit strategy in place, transitioning to the next generation of management or to new ownership can become far more difficult. Such was the case for one family-owned business in the US Midwest when its owners—a father, a mother and their adult son—faced a liquidity event while embroiled in a bitter feud over the management and future of their company.
Download More than just a transaction case study
Planning toward a smooth transition
As a business owner, you’ve worked hard to build your business. But what about the day when you might want to walk away from it all? Business transition planning is perhaps one of the most complex tasks a business owner will encounter. Many owners have a substantial portion of their family wealth invested in the business, a complexity that requires broader financial planning strategies to address retirement and estate planning needs. If you lack a comprehensive plan to pass onto your business, now is the time to give serious thought to a formal business transition plan. A well-crafted transition plan identifies a long-term strategy that can inform short-term decisions.
Download Eight steps for a business transition case study
Preparing for what comes next
Where you are today is the result of your passion for the business you’ve built—and a lifetime of work. But what is your vision for life after you walk away from your business? What you do next is critical for you and your family. It’s a time when you need to shift your focus to personal fulfillment, wealth planning and more.
Download Life after the sale of your business case study
This case study is shown for informational purposes only and may not be representative of the experience of all clients. It is not intended to represent the performance of any specific investment or financial advisory program. Each client's circumstances may be different. There is no guarantee of the future success of any of the strategies discussed.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
