$7 trn
UBS Group invested assets
As of 12/31/2025
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Registered Client Associate
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$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
What Does a Financial Advisor Do?
Managing your finances can become increasingly complex as your career, family, investments, and wealth grow. While many people begin by managing their finances independently, there may come a point when coordinating investments, retirement planning, taxes, estate planning, and other financial goals becomes more challenging.
A financial advisor can help organize these different areas into a comprehensive financial strategy. But what exactly does a financial advisor do?
1. Develops a Financial Plan
Financial planning begins with understanding your current financial situation and identifying your short- and long-term goals.
Depending on your circumstances, a financial plan may address:
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
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.
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.
