Paradigm Partners
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For the business owner and affluent families

Lexington - Monetize your life's work 2025 - Jeff Ruby's Steakhouse - March 24 & 25 - Click on events tab above for details

Date.March 24 2025

Jeff Ruby's Steakhouse- 101 West Vine Street, Lexington, KY 40507

    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.

    Why work with us?

    • Our tailored business analysis can help determine the best steps forward
    • We provide experienced execution whether you expand, exit or transition your business
    • We offer comprehensive wealth management and estate planning strategies
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    Paradigm Partners

    Connecting you to the deep resources of UBS

    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.

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    A leading global wealth manager

    Couple in an art gallery

    Comprehensive planning for significant wealth

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    Ready to sell your business?

    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.

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