For the business owner
Focusing on the comprehensive needs of business owners with revenues over $5 million, we offer solutions at each stage in your professional life cycle. We can help with business growth, succession and exit planning 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 for clarifying and pursuing your long-term financial goals.
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.
Jeff Ruby's 101 W Vine St, Lexington, KY 40507
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.
UBS is a world-leading wealth manager
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 11/23/2021
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
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.