We serve a select group of sophisticated clients that included family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that because each individual and family is different, each should have a strategy customized to address their situation and objectives.
From a financial and emotional perspective, your business is your most significant asset. UBS provides resources to help you maximize the value of your business, particularly with regard to exit planning and liquidity events.
Your wealth is inextricably linked to the performance of your company’s stock. We help clients manage the risks associated with concentrated positions, including insufficient diversification.
Our team collaborates closely with your family office’s in-house leadership to build upon your existing legacy. UBS’s Family Office Services Group provides a comprehensive array of services tailored specifically to the needs of ultra-wealthy families.
Our team helps to educate your children and grandchildren, building their financial literacy so they become capable stewards of your legacy.
Many of today’s most successful businesses have a woman at the helm. We support entrepreneurial women as they navigate opportunities and challenges that are unique to them.
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Own your worth. How women can break the cycle of abdication and take control of their wealth
