Global access. Strategic solutions.

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

We want to be your first call when something significant occurs. If you’re facing business challenges, we can leverage UBS’s broad network of professionals to offer potential solutions or help you restructure debt.

With complex family dynamics, we can help facilitate family meetings and coordinate the involvement of your other trusted advisors. If you’re experiencing a divorce, our team can help provide you with the skills and planning tools to make the choices that are right for your future. And if you face the loss of a loved one, we can assist in guiding you on estate and legacy issues.

Our client service team helps stay on top of your needs, from setting up online services to providing customized statements and coordinating with your tax professionals. They’re known for their personal attention to detail and rapid follow-through.

We’ll discuss your personalized financial plan through regular calls and meetings that fit your schedule. Available whenever you need us, we’ll work closely with your accountants, attorneys and other advisors to coordinate all perspectives into one integrated approach.

Our goal at all times is clarity and simplicity. Clients often come to us because their financial lives have become too complex for their current advisor. We provide direct, straightforward and timely information that helps get to the heart of any issue you may be facing.