$7 trn
UBS Group invested assets
As of 12/31/2025
Our team’s mission is to guide business owners as they journey from growing and reaping the rewards of their hard work, to selling their business and making an impact on the people and causes they care about. With this focus we can help:
- Provide a clear process for business exit planning to maximize business value and net proceeds of a sale
- Access to a vetted network of capital and M&A partners with deep business sector expertise
- Design and manage corporate retirement plans to maximize tax deferred savings, reduce fiduciary liability risk, and reward key talent
- Deliver financial planning and wealth management with clear, actionable recommendations to pursue goals with confidence
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.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
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.
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.
Register to Recieve Call Link
September 02 2026
10:00 AM-10:30 AM Pacific
Fundamental considerations and strategies to guide you
Family businesses are among the most successful business organizations worldwide. Yet transitions to the next generation can be challenging. Families often put off the transition or decide to sell. Our overview can guide you in transitioning a family enterprise from one generation to the next.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
