Entrepreneurs Financial advice for entrepreneurs

You're an entrepreneur, but a private individual too. So in our consultation, we optimally coordinate your business and private financial matters.

Unser Beratungsangebot für Unternehmer

Our advisory services for entrepreneurs

Ganzheitliche Beratung

Holistic advice

For all aspects of your private and working life


Personalized team of specialists

Choose from our many experts

Globale Präsenz

Global presence

Representation in over 50 countries and all major financial centers

Your challenges

Optimizing operative processes

  • Supplying employees with digital access
  • Executing payments at home and abroad
  • Financing operational working capital

Financing growth

  • Supplying capital for sustainable growth
  • Finding the right business partner

Preparing for company succession

  • Deciding on the appropriate successor model
  • Ensuring the transferability of your company

Our solutions

  • Basic banking services: 24/7 support and safe custody of stocks
  • Cash management solutions and payment transactions at home and abroad
  • Financing of partner buy-ins and broad range of mortgages
  • Advice for complex real estate transactions
  • Review of succession options and support with investor search
  • Company valuation and M&A advisory for sellers
  • Network of partners in Switzerland and abroad

Your challenges

Preparing for risks

  • Covering your family in case of unexpected events
  • Maintaining your family’s lifestyle over the longterm
  • Ensuring financial flexibility

Private financial and liquidity planning

  • A large part of assets is tied with the company
  • Various approaches to tax from different compensation models

Preparing for the future

  • Diversifying the concentration of wealth in the company
  • Allocating some capital for private retirement provisions
  • Avoiding the one-time tax effects when transferring your wealth

Our solutions

  • Cover yourself, your family and your company from risks
  • Advice for dividend strategy and tax questions
  • Diverse credit and mortgage offers
  • Individual asset structuring
  • Comprehensive financial planning including a pension strategy
  • Estate planning

Good advice pays off

We understand your challenges as an entrepreneur and offer comprehensive advice – for example, on the following topics:

  • As an entrepreneur, how can I best prepare for the future?
  • How can I provide the necessary liquidity for my company?
  • How do I keep full control over the succession of my estates?
Global private banking awards 2018

You might also like

UBS Outlook

Successful succession planning

How other entrepreneurs have succeeded.


Overview of succession solutions

Orient yourself with the help of a clear infographic.

Lernen von anderen KMU

Learn from other SMEs

How do other companies plan their succession? Read more about this in UBS Impulse.