$3.9 trillion
In invested assets globally
As of 12/31/2022
“Our process helps educate business owners on the viability of their business and tax-efficient exit strategies so they can preserve and pass on the wealth they’ve worked hard to create.”
— MPI Wealth Management
Focusing on business transition planning, wealth transfer and post-liquidity wealth management, our team brings the global resources of UBS to the local level. With nearly 20 years of experience helping individuals and families, we know the importance of running a disciplined process when evaluating the most tax-efficient ways to monetize a business, execute a transition and plan your post-exit life.
Why choose us?
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.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
