$3.9 trillion
In invested assets globally
As of 12/31/2022
Private Wealth Management
For more than twenty-five years, we have been providing generations of families with thoughtful, proven and highly customized private wealth solutions and professional investment guidance in diverse market conditions.
Our “goals-based” process helps our clients clarify their current financial situation, identify challenges and create a comprehensive strategy. We collaborate with our clients’ other trusted advisors as well as our network of professionals, leading the effort to develop one integrated approach.
For thoughtful perspectives on topics that matter, we invite you to listen to our podcast series.
In the midst of increasingly complex financial needs, we are dedicated to addressing sophisticated needs and improving outcomes through enduring relationships.
76% of business owners would like to transition in the next 10 years and nearly 50% in the next five years. Between 80% and 90% of their wealth is tied up in their business*.
As owners exit their businesses, whether by choice or involuntarily, wealth changes hands. These wealth transfers can have profound effects for the owners, their families, their employees and their communities.
What can you do to be prepared?
Business owners typically face a different set of challenges and obstacles than most as they think about retirement. With varying risks and more stakeholders involved, there are a number of factors that need to be addressed effectively.
That’s why we have developed an enhanced process for working together with owners to:
How do I make a living once my paychecks stop?
Our driving principles developed over decades in working with owners are all geared to answering this question and addressing your biggest concerns.
We help business owners take the business that has funded their lifestyle, turn it into cash through a liquidity event and then put that cash to work supporting their desired lifestyle for the remainder of their lives.
Where do I start? I’m too busy…who can help me?
Preparing to exit a business can be daunting. We’ve created a team to be there for you, whether you’re just starting to think about transitioning, are in the midst of an exit or are already in your third act.
We run on EOS and our Senior Advisor team includes a Vistage member, three with the Certified Exit Planning Advisor® (CEPA®) designation, and one who Founded and is President of the Southeast Michigan Chapter of the Exit Planning Institute.
Business owners typically face a different set of challenges and obstacles than most as they think about retirement. With varying risks and more stakeholders involved, there are a number of factors that need to be addressed effectively.
That’s why we have developed an enhanced process for working together with owners to:
How do I make a living once my paychecks stop?
Our driving principles developed over decades in working with owners are all geared to answering this question and addressing your biggest concerns.
We help business owners take the business that has funded their lifestyle, turn it into cash through a liquidity event and then put that cash to work supporting their desired lifestyle for the remainder of their lives.
Where do I start? I’m too busy…who can help me?
Preparing to exit a business can be daunting. We’ve created a team to be there for you, whether you’re just starting to think about transitioning, are in the midst of an exit or are already in your third act.
We run on EOS and our Senior Advisor team includes a Vistage member, three with the Certified Exit Planning Advisor® (CEPA®) designation, and one who Founded and is President of the Southeast Michigan Chapter of the Exit Planning Institute.
Whether you lead a business or a family, are newly single or are just starting your financial journey, we are here for you with the understanding and support you need to take control of your financial destiny.
“The most difficult thing is the decision to act, the rest is merely tenacity.”
Amelia Earhart, American aviation pioneer and author (1897 – 1937)
Financial decision-making is easier when you have an experienced advisor by your side. We are here for you with planning-based solutions that help you take charge of your financial world. The more engaged you are in managing your finances, the more you can choose how to use your money for things that are important to you.
To us it is about giving you the insights and confidence to make important decisions about today’s challenges—and tomorrow’s opportunities.
Listen–Own Your Worth podcast
Becoming single after spending years as a couple presents a momentous financial and emotional challenge for our clients. Yet it happens to nearly all women. We bring understanding, insights and strategies that can help you move forward with confidence.
Financial decision-making is easier when you have an experienced advisor by your side. We are here for you with planning-based solutions that help you take charge of your financial world. The more engaged you are in managing your finances, the more you can choose how to use your money for things that are important to you.
To us it is about giving you the insights and confidence to make important decisions about today’s challenges—and tomorrow’s opportunities.
Listen–Own Your Worth podcast
Becoming single after spending years as a couple presents a momentous financial and emotional challenge for our clients. Yet it happens to nearly all women. We bring understanding, insights and strategies that can help you move forward with confidence.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Financial Advisor
First Vice President–Wealth Management
Private Wealth Advisor
Director
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Team Administrator
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Financial Advisor
First Vice President–Wealth Management
Private Wealth Advisor
Director
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Team Administrator
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
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
A fresh take on news and events
Our Saturday Notes filter the news, provide perspective and keep things real for you.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
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.
Values, money and the pursuit of more intentional lives
Our latest research shows that women have emerged from the turbulence of the last few years even more committed to leading lives of purpose and making an impact on the world. This new report highlights how and why the large majority of women surveyed are more committed than ever to making a difference.
Refined approaches for estate planning and investing
Solutions for the funding gap
The Shantz Mantione Group podcast series
Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.
Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this recorded material, other than personal use, without UBS's prior written permission is strictly prohibited. © UBS 2020. All rights reserved. The views and opinions expressed in this material are those of the author and are not those of UBS, its subsidiaries or affiliate companies. Accordingly, UBS does not accept any liability over the content of this material or any claims, losses or damages arising from the use or reliance of all or any part thereof. This material has no regard to the specific investment objectives, financial situation or particular needs of any specific recipient and is published solely for information purposes. No representation or warranty, either express or implied is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the developments referred to in this material. The recipient should not construe the contents of this material as legal, tax, accounting, regulatory, or other specialist or technical advice or services or investment advice or a personal recommendation. Not all products and services are available to citizens or residents of all countries.
$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
