Global leader
UBS is a leading and truly global wealth manager
Steak & Bourbon - 1321 Herr Ln - Louisville, KY 40222
October 12 2026
6:00 PM-8:00 PM Eastern
We know being a business owner is very challenging and time consuming but it is never too early to start planning your exit strategy. Join us for an exclusive one on one dinner to discuss business exit solutions.
Our team of dedicated financial professionals are committed to providing a comprehensive approach to wealth management. We are passionate about guiding you through every aspect of your financial journey. Our diverse clientele includes business owners, individuals, retirees, trusts, and multiple generations of families, allowing us to draw from a wealth of experience to benefit you.
For the business owner
Focusing on the comprehensive needs of business owners, we offer solutions at each stage in your business life cycle. We can help with business growth, succession planning, exit strategies, as well as post-liquidity wealth management.
For the affluent family
With our team’s extensive experience in helping individuals and families, we know the importance of a disciplined planning process to pursue your long-term financial goals.
Why work with us?
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
$7 trn
UBS Group invested assets
As of 12/31/2025
