Global leader
UBS is a world-leading wealth manager
At The LeDoyen Price Group, we leverage our diverse financial planning experience and strategic marketing insights to help private business owners and entrepreneurs thrive at every stage in their business lifecycle. Our Private Wealth Management team has the business transition expertise and comprehensive wealth management capabilities to help you build and preserve wealth for each generation of your family.
Listening and identifying your key challenges and opportunities is our priority as we develop your master plan. To this end, we focus on three areas:
Are you actively maximizing the market value of your business?
Knowing who to work with can make all the difference. The LeDoyen Price Group has two Certified Exit Planning Advisors (CEPA) on our team who can help mitigate the risks that come with selling a business. Our process focuses on value acceleration. We help business owners take the guesswork out of selling their business, empowering control over how and when they exit.
We will work with you to help:
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.
Global leader
UBS is a world-leading wealth manager
$2.8 trillion
In invested assets globally
As of 06/30/2022
15.0%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Financial Reporting as of 12/31/2021