$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
We work with select families that choose to partner with us early and for the entire journey. Our team is committed to delivering personalized, in-depth, and long-lasting service to our clients, their families, and their professional partners. While our expertise is primarily in investing, we often become a trusted partner involved with other areas of life including next generation education, philanthropic advisory, and succession planning.
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Authorized Officer
Financial Advisor
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Authorized Officer
Financial Advisor
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.
Managing $4 billion in assets, Tidal Wealth Partners is uniquely positioned to help ambitious business owners and founders execute their vision. From exit strategy planning to post liquidity, we have the knowledge and resources to assist with everything: estate planning, managing concentrated stock positions, developing a philanthropic mission, and creating the roadmap for the legacy you want to establish.
The challenges women breadwinners face embracing their financial clout
In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
