Global leader
UBS is a world-leading wealth manager
Whether you are planning for the growth of your company, considering an exit transaction or preparing for your new life post-sale, Impact Wealth Consultants can provide you with a broad range of hands-on, well-honed experience. We have advised scores of founders, entrepreneurs and their families on how to successfully navigate the exit transaction, as well as negotiate significant liquidity and the potential pitfalls, as they move on personally and professionally.
Importantly, we’re a team of innovative thinkers who look well beyond the financial. We work with you to clarify your purpose and your values, and help you define the sustainable impact you want your wealth to make on your family and in the world. Expect us to deliver a very personalized solution and advice that reflects who you are and what is most important to you. To us, real wealth represents more than financial assets—it represents everything you value and hope to pass on.
Whether it’s helping you explore a philanthropic passion, pursue a new business venture or educate your children about financial responsibility, our team will access the resources of UBS Private Wealth Management to provide you with the thought leadership and opportunities you need.
Barrons – How the pandemic accelerated sustainable investing
Forbes – Diversity in wealth management
Mark is a global visionary ambassador.
Planning for the sale of a closely held business
Over the next five years, millions of closely-held businesses will potentially be sold in the United States. With our extensive experience and access to specialists at UBS, our team can be helpful in assisting you through the process of selling your businesses.
Ideally, business owners should begin the process of selling at least a few years prior to the actual sale. This report is a good starting point and can be helpful as a general road map for facilitating the sale of a closely-held business. To learn more or discuss your questions about the right step forward, contact us today.
Global leader
UBS is a world-leading wealth manager
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022