$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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.
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager