Sam Fischer
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Family. Wealth. For generations

Sam Fischer

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

Sam has twenty-seven years of wealth management experience and helps business owners, executives, and their families through life changing liquidity events while also helping them to maximize the positive impact that they can have on their lives and their communities. He serves as an essential resource by delivering the expertise, advice, and customized solutions that provide his clients with the highest probability of personal wealth management success. 

I invite a conversation.

512-731-1367

sam.fischer@ubs.com

Registered States:
  • AK
  • AZ
  • CA
  • IA
  • MN
  • MT
  • NM
  • NV
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Sam Fischer

Credentials

  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager

Sam Fischer

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Investing
Business Owners
Executive compensation

Sam Fischer

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

Sam Fischer

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

Sam has twenty-seven years of wealth management experience and helps business owners, executives, and their families through life changing liquidity events while also helping them to maximize the positive impact that they can have on their lives and their communities. He serves as an essential resource by delivering the expertise, advice, and customized solutions that provide his clients with the highest probability of personal wealth management success. 

I invite a conversation.

512-731-1367

sam.fischer@ubs.com

Registered States:
  • AK
  • AZ
  • CA
  • IA
  • MN
  • MT
  • NM
  • NV
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Credentials

  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Investing
Business Owners
Executive compensation
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7550

Email Me

Mountain climbers reaching the summit

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.

Request an appointment
Mountains road

Business Exit Planning

For some business owners, it may be time to start thinking about the next chapter in life. Others may have an interest in raising capital to continue growing a business. While others may find that transferring ownership to employees or the next generation is the best fit for their needs.

Click to learn more: Business Exit Planning

Estate Planning Solutions

Appropriate tax planning is an essential component of a pre-sale strategy. Many business owners will assume that the sale of their business will generate a long-term capital gain. However this may not be the case and many times it depends upon the nature of the business and the structure of the sale.

Click to learn more: Wealth Transfer Strategies (to reduce estate tax)

Business Owners Contemplating a Liquidity Event

Taking the time in advance of a potential liquidity event to plan appropriately will help a business owner get the most out of a sale.

Click to learn more: Financial Planning for Business Owners Contemplating a Liquidity Event

Investment Banking Solutions

Firms in our referral network focus primarily on middle-market M&A and capital-raising services to family-owned and entrepreneur-owned businesses. This is a third-party network comprised of experienced boutique investment banks that collectively specialize in various industries and sectors, having local presence and a global reach.

Click to learn more: Boutique Investment Bank Network

Business Owners Contemplating a Liquidity Event

Taking the time in advance of a potential liquidity event to plan appropriately will help a business owner get the most out of a sale.

Click to learn more: Financial Planning for Business Owners Contemplating a Liquidity Event

Investment Banking Solutions

Firms in our referral network focus primarily on middle-market M&A and capital-raising services to family-owned and entrepreneur-owned businesses. This is a third-party network comprised of experienced boutique investment banks that collectively specialize in various industries and sectors, having local presence and a global reach.

Click to learn more: Boutique Investment Bank Network

Insights

Focus on liquidity management

charts

Investment management

Advice for business owners

Advice for business owners

ipad with comp still

What are business owners thinking and doing now?

Explore ideas and strategies for success in ‘The new paradigm’

The new paradigm is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

Read the e-magazine

Backed by the strength of UBS

A global leader in wealth management

$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

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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