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
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Executive Director
Alternative Investments
Executive Director
Senior Wealth Strategy Consultant
Director
Equity & ETF Specialist
Director
Senior Wealth Management Banker
Executive Director
Business Owners Segment Lead
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
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint