For the business owner and affluent families

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.