Guiding founders and business owners

No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle.

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

Planning for athletes and entertainers

Whether your performance is on stage or the pitching mound, you need a plan to build your wealth at every phase or your career—no matter what the markets (and your life) may bring. Our team has worked with many athletes and entertainers, along with their agents, attorneys, and accountants, helping them managing their current success and prepare for the long-term.

With a comprehensive wealth plan, we believe athletes and entertainers can build an enduring legacy and continue their influence beyond the playing field, court or stage. It all starts with having the right team of advocates by your side.

Your family. Your legacy.

Families with substantial wealth require skilled advice and guidance, and a keen understanding of complex family dynamics. We are adept at working with families like yours, helping you navigate the complexities that come with multiple generations and—often—jurisdictions.

We help you forge a holistic plan for your wealth that considers the goals and aspirations of every generation and articulates a clear path to move you toward them. In the process, we consider a range of issues, including:

Estate planning
Wealth preservation strategies
Family governance
Next gen education
Legacy planning
Philanthropic giving

Tailored family office services

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate your particular financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate deep resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

With a view to an enduring relationship with families and their advisors, we focus our experience and advice in helping you solve any challenge and pursue the opportunities that best serve you, your business and family, now and in the future.

Tailored family office services

Tailored family office services

"Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions. "

You’re considering an exit – in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

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Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

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