With a deep understanding of the complexities you face at each business, financial and personal milestone, we deliver sophisticated solutions for all aspects of your life and help you preserve the wealth you have worked so hard to create.
Beyond the breadth and experience of our Private Wealth Management team, we draw on our extensive capital markets and investment banking background to build customized investing strategies for you. Over the years, we have developed a deep analytical process for evaluating investment solutions and building resilient portfolios that support your goals – no matter how complex.
We are proud of our thriving entrepreneur network and active role in connecting leaders in our community. With close connections to successful entrepreneurs, we frequently introduce like-minded executives in our network – to share recent business success, gain new insights or simply provide a fresh perspective to a challenging situation.
You have a vision for your future. We have the experience and dedicated resources to help you achieve it. It all starts with a conversation.
– The Helios Group
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.
Often, the process of selling a business is unknown to the business owner. This may leave you vulnerable to making significant mistakes.This brochure may serve as a general road map for facilitating the sale of a closely-held business. Given the scope of planning necessary for such a transaction, this brochure merely provides an overview.
Involving a financial advisor in the exit planning process is a critical component to ensuring a successful transition of your business. A financial advisor can help.
Your business. Your personal finances. Are you planning for both?
A founder’s personal planning often takes a back seat to growing the business and preparing for a liquidity event. Learn how founders can avoid common missteps and position themselves for both business and personal success on the exit.
Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.