#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
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.
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.
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.
The federal estate tax exemption amount is expected to decrease in 2025 from the current amount, $12.92 million. A decrease in the exemption amount would cause many successful families and individuals to become subject to federal estate taxes. Read our “Zero estate tax plan” piece to gain some perspective on what should be considered when crafting a tax efficient estate plan.
For business owners looking to sell a portion or the entirety their business, preserve their legacy, and achieve tax-efficiency, Employee Stock Ownership Plans (ESOPs), can be an attractive option
In this report we review considerations that may help you make an important year-end decision: “How much am I planning to give to the IRS, and how much to my family and to charities?"
What business owners need to know now to prepare for a successful sale
73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
More than 160 years
offering financial advice
