In the current climate of political change, it's hard to know how our lives will be affected. And what the changes will mean for your business, now and in the future. You may want to sell now. You may want the business to stay in the family. Or you may want something in between. We can help you get your plan in place.
Questions to ask yourself
When you’re thinking about handing over your business, it’s a good idea to start planning as early as possible. But there’s a lot to consider. Start by asking yourself these three questions:
What is my exit strategy?
You may not intend to step back from your business in the near future. But having a long-term plan can eliminate a lot of question marks. Could you make a well-informed decision in the event of an offer to buy your business?
What are my options?
Every entrepreneur will want something different. You could sell your business. You could pass it along to your family. Or you might not want to give them full control just yet. There’s no right or wrong answer, just what’s right for you.
What happens after I sell?
Selling your business is a life changing event. Regular income from your business will transform into one large lump sum of money. You’ll also have to decide how best to step back from your role running the company. How will you handle both?
How can wealth management help?
Very simply, we help you put a wealth plan in place for the future. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing. We call this your total wealth solution.
Consenso (now UBS Consenso) has been a market leader in Brazil's multi-family office sector since 2003. We've led the way by offering a compelling blend of unbiased onshore and offshore services, and expertise that helps people protect and grow their wealth.
In 2017, we joined with UBS, giving our clients access to the world's leading wealth manager.
We connect with every client, working together to help them understand and make the most of their wealth.
To execute transactions efficiently and cost-effectively in global markets, our independence enables us to choose the right investment partners and custodians.
We'd like to meet you
Come and see us so we can start working towards your future.
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
UBS does not give legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.