$7 trn
UBS Group invested assets
As of 12/31/2025
For more than four decades, Sullivan Martin Partners has worked to help preserve and grow wealth—helping clients stay the course toward their financial goals and well-being in every market environment.
As successful business owners, we appreciate many of the challenges our clients face in creating and sustaining lasting prosperity. This shared experience, along with putting your interests first at all times, are the hallmarks of our team. These pillars also serve as the basis for the trusted relationship we look to build with you and generations of your family for years to come.
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.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.
Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
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
Senior Vice President–Wealth Management
Private Wealth Advisor
Team Administrator
Authorized Officer
Senior Wealth Strategy Associate
Senior Registered Client Associate
Registered Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Private Wealth Advisor
Team Administrator
Authorized Officer
Senior Wealth Strategy Associate
Senior Registered Client Associate
Registered Client Associate
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 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.
In this 2026 guide you can explore an array of planning ideas, such as:
Insights from 300+ UBS family office clients on strategic asset allocation, attitudes to risk, professionalization and governance, costs and staffing, and succession planning.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
