48+
Collective years of experience
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
We Can Facilitate and Help Get the Capital You Need to Grow Your Business
- We leverage the vast capabilities of UBS and our strategic partners to access the capital needed to unleash business growth
- Whether it is through capital raises, debt financing, commercial real estate lending, or personal loans, we know how to cut through the noise to find the funds you need for your business
We Offer an Extensive Suite of Corporate Services & Employee Benefits
- Cash management services to earn higher returns on cash holdings in this low interest rate environment
- Corporate retirement plans (e.g. 401(k), defined benefit, deferred comp)
- Equity compensation plans
- Employee Stock Ownership Plans (ESOP)
- Buy-sell agreements
- And other essential services
We Are Certified Exit Planning Advisors
- As Certified Exit Planning Advisors®, we have the resources to provide valuations, maximize enterprise value, and execute the transaction
- We leverage UBS' Investment Bank, along with our network of tax, legal, and boutique investment banking partners to learn what is most important for you in an exit
- We work with you personally and financially to prepare you for an exit on your terms and for life after the sale by performing extensive Liquidity Planning, so you keep as much of the proceeds as possible
Our Wealth Management Process is Specifically Designed for Entrepreneurs
- Using our Wealth Management Process, we work with you to clearly define your personal and financial goals, to build a comprehensive financial plan
- During plan implementation, we create a tailored investment portfolio for you – not a cookie-cutter model portfolio – to make sure you have the confidence your investments are aligned with your short, intermediate, and long-term legacy goals
Executive Director
Wealth Planning Strategist
Executive Director
Alternative Investments
Executive Director
Senior Wealth Strategy Consultant
Director
Equity & ETF Specialist
Director
Senior Wealth Management Banker
Wealth Planning Associate
Executive Director
Wealth Planning Strategist
Executive Director
Alternative Investments
Executive Director
Senior Wealth Strategy Consultant
Director
Equity & ETF Specialist
Director
Senior Wealth Management Banker
Wealth Planning Associate
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
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
48+
Collective years of experience
150
Client relationships
Global leader
UBS is a world-leading wealth manager
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
