$3.9 trillion
In invested assets globally
As of 12/31/2022
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
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.
When faced with questions such as how to prioritize competing goals, how to best set your business and family up for success, we can assist in taking your questions and turning them into plans of action. Often times we need a road map to guide us ahead: Our team is here to listen, analyze, and help you achieve your financial dreams.
$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