$20m+ in private company stock
Median entrepreneur client size
If you’re like most entrepreneurs and early-employees a substantial portion of your family wealth is invested in your company. For this cohort so much time and effort is spent growing the business while personal planning often takes a back seat.
We bring an experienced perspective and level of understanding of the complex opportunities and challenges faced by today’s start-up community. Our mission is to provide thoughtful solutions to all aspects of your wealth planning - while striving to deliver it with the highest level of service and integrity. Our involvement in the very early stages of your planning can add important insight into helping you build and sustain wealth for your family, business and community.
$20m+ in private company stock
Median entrepreneur client size
Guiding entrepreneurs through exits
Business exits, ranging from
$15m - $1bn
10+ years planning for success
navigating complex wealth challenges
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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.
Whether you’re scaling your first business, exploring an exit or launching your second venture, we can be a valuable resource. Experience has shown the how right advice can make all the difference.
Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
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.
We actively surveyed the opinions of entrepreneurs in our client base, soliciting their views on a wide range of key developments that may shape the growth of their industries and their personal wealth. In the survey, we ask about which digital technologies offer the greatest opportunity, their main concerns and their specific wealth management needs as they look to the future.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
More than 160 years
offering financial advice
