Professionals
Professionals
We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges.
From family business success to succession
From family business success to succession
The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business.
Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction.
Making a lasting difference
Making a lasting difference
We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.
Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.
