Equity compensation plans

Advice for companies, executives and employees

Empty boardroom

You're focused on helping your company's success. But what about your own financial success? We have the experience to guide and provide advice on complex equity award packages, executive banking and lending, benefit reviews, among other financial planning services. From executing stock options to selling shares within a corporate window to life beyond work, we strive to simplify the planning process while helping you gain the greatest long-term benefit from your success.

Two people talking overhead

100

Collective years of experience

20

Years in business as a team

15 person

seasoned team


A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Focus on liquidity management

Accessing resources. Delivering solutions.

Accessing resources. Delivering solutions.

A team approach

A team approach

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Insights