$3.9 trillion
In invested assets globally
As of 12/31/2022
You have invested extensive time, energy and capital into building a successful company. You take pride not only in your financial accomplishments, but also in the meaningful contributions your company has made in the community and beyond. Looking ahead, how do you choose a team who understands the sacrifices you have made in the past, and the road map needed to achieve a successful exit in the future?
Understanding entrepreneurs
At The Peterson Group, we recognize that the businesses of our clients are the principle drivers of their long-term wealth. By focusing on business transactions and personal wealth management for entrepreneurial families, we have spent the last 25 years guiding clients through various business cycles, family chapters and life-changing exits.
From helping assemble a strong exit planning team, to guiding clients through time-sensitive planning decisions before, during and after your transaction, we are a dynamic Private Wealth Management team that can help entrepreneurs pursue financial well-being for their families, businesses and legacies.
Founders take significant risks to create shareholder value and improve the world around us. Between their illiquid balance sheets and limited bandwidth, we believe founders not only are the most deserving of our time and attention, but stand to benefit the most from what we do.
Managing Director–Wealth Management
Authorized Officer
Team Administrator
Managing Director–Wealth Management
Authorized Officer
Team Administrator
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
Over the years, our team has built lifelong relationships with entrepreneurs throughout the country. Today, we continue to address the full cycle of their goals—from start up to growth to sale or succession. No matter how unique your business or the vision you have for its future, we believe that the more financial planning you do in advance of a sale, the better your foundation for all the steps that follow.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
