6 person
seasoned team
As a distinct team within UBS drawing upon a century of combined experience, we'll work alongside you to develop a tailored plan encompassing all of your complex investing, planning, and financing priorities. Our team offers a seasoned perspective and access to the dynamic presence of the world's leading wealth manager. No matter what you seek to accomplish with your wealth, we're here to help you unlock opportunity, create continuity, and empower your family for generations to come.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
6 person
seasoned team
100+
Collective years of experience
$1B
Assets under management
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on navigating the sale of a closely held business, managing a concentrated stock position or developing a tax-efficient retirement income plan.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
In this 2026 guide you can explore an array of planning ideas, such as:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
More than 160 years
offering financial advice
$7 trn
UBS Group invested assets
As of 12/31/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
