Name
UBS
Description
UBS is primarily known for personal wealth management which typically occurs post-sale for a business owner. However, there are valuable resources and expertise that can be leveraged at UBS during all stages of the business owner lifecycle (i.e., startup, growth, and maturity). Some examples include a global family office, a network of boutique investment banks, business lending and insurance solutions, Advanced Planning, philanthropic, ESOP, family governance, and retirement plan services. Not only is UBS helping businesses achieve a maximum valuation, but the firm is also helping business owners understand the emotional, financial, and business components during a business transition.
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