$6 trn
UBS Group invested assets
As of 12/31/2024
We are a group of financial professionals who focus on providing holistic wealth management solutions for entrepreneurs. Whether you’re scaling your first business, exploring a sale, or launching your third company, we can be a valuable resource. Call or email us today to discuss how we can apply our in-depth holistic wealth management process, the Founder Method, to your unique situation.
Are you a Puerto Rico tax decree holder or thinking about moving to the island? Click here to learn more about how we serve our Puerto Rico ACT 60 entrepreneurs.
We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our Founder Method can help you make smarter decisions each step of the way.
The Founder Method is our signature advisory framework designed specifically for ultra-high-net-worth individuals who think like builders — entrepreneurs, innovators, and legacy creators. Inspired by the mindset of founders, this process goes far beyond traditional financial planning, delivering customized strategies that reflect the complexity, ambition, and vision of our clients’ lives.
We begin by understanding your full landscape — your business, family, investments, values, and vision. We don’t just hear your goals; we uncover the drivers behind them. This phase is about clarity and connection.
Leveraging deep expertise and a multi-disciplinary lens, we architect strategies that integrate your business assets, personal wealth, and legacy plans. From tax optimization and investment strategy to family governance and philanthropy, we align every component under one cohesive plan.
Execution is where strategy meets value. We collaborate with your legal, tax, and family office professionals, ensuring seamless integration and measurable progress. Our team takes a hands-on role to keep your wealth in motion and your goals on track.
The Founder Method is more than a process — it’s a philosophy. It treats your wealth the way you treat your business: with intention, agility, and vision. It’s designed to evolve with you — whether you’re scaling your company, preparing for liquidity, or redefining your legacy.
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.
Challenges:
- Liquidity management
- Asset titling
- Estate planning
Solutions:
- Banking and sophisticated cash management strategies
- Advanced Planning Group
- Life Insurance
Challenges:
- Complex financial situations
- Various moving parts not working in unison
- Incorporating next generation
Solutions:
- Family advisory services
- UBS philanthropic team
- Bringing full resources of a global firm to the client's table
Challenges:
- Income tax minimization
- Estate and gift tax reduction
- Business exit planning strategy
Solutions:
- Advanced tax planning- coordinated UBS resources and outside attorneys and CPA
- Assembling subject matter experts/specialists
- Cash flow modeling
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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.
Family offices are as different as the families they serve—one size does not fit all. For families who are seeking to coordinate and consolidate their investment management and planning, a well-structured family office can play a crucial role in the preservation and growth of wealth through
the generations.
First Quarter 2025
A Family Office Solutions Publication
With a new year ahead, we are pleased to share the first edition of the Family Office Quarterly for 2025, bringing you leading insights, thoughtful discussions and experience-based practices across the many dimensions of managing a family office.
This is the first UBS report surveying the opinions of entrepreneurs in our client base and Industry Leader Network. We asked about key developments shaping their industries and wealth, digital technologies offering opportunities, their main concerns, and specific wealth management needs for the future.
You've carefully planned for the future of your business, have you invested the same time and effort in planning for your own financial future?
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.
$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
