$6 trn
UBS Group invested assets
As of 12/31/2024
Entrepreneurs approach us due to our passion to help steward them well beyond hard-earned financial success and expanding into a life of significance.
This significance includes living your life the way you’ve always imagined, making a profound impact on your community and the world around you, and shaping, on your terms, the legacy that one day you will leave behind.
We help you envision and achieve what is truly possible in life. This means there may be goals you can accomplish that you never thought of and are at risk of missing out on. The challenge is, how do you go from being merely successful, to significant?
We believe that with our guidance, you will realize what you are truly capable of in life - but it never happens by accident. It requires you to be intentional and devoted to your greatest ambitions, and this is when we step in to lead you.
Entrepreneurs and Business Owners: You want to be confident that when the right opportunity arises, you’re fully prepared to transition out of your business on your terms and at peak value. What decisions need to be made in advance to achieve this, and who can help me do it? How do I sell in the most tax-efficient manner to keep more of what I’ve built? And then what do I do with the rest my life to preserve meaning and impact?
Family-Owned Business: Succession planning can at times seem overwhelming, balancing the financial decisions that need to be made along with the delicate family dynamics involved. Every decision must be made with care to ensure the success of both the business and family legacy. How do I navigate these complexities? Am I actually capable of stepping away from leading this business?
Developed by Matt Geesman and inspired by his family’s legacy of leadership and coaching, our team implements our Significance Playbook™ to achieve your significance.
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Executive Director
Senior Wealth Strategist - Advanced Planning
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Alternative Investments Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Executive Director
Senior Wealth Strategist - Advanced Planning
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Alternative Investments Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
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.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
