What are you currently focused on as an entrepreneur?
Depending on the stage of their business, entrepreneurs face different strategic and financial decisions. Choose the topic most relevant to your current situation:
- Building and growing a business
- Developing and stabilizing a business
- Planning a business sale or succession
- Securing and structuring wealth
- Accessing networks and entrepreneurial perspectives
- Involving family and the next generation
Each of these topics brings its own opportunities, risks, and options for action. UBS supports you in making informed decisions and aligning your business and personal goals.
Who UBS is the right partner for
UBS focuses on:
- Mid-sized business entrepreneurs
- Owners of family businesses
- Growth-oriented founders and shareholders
- Entrepreneurs in preparation, exit, or succession phases
Our advisory approach is designed to align business decisions with personal wealth – today and across generations.
Our services for entrepreneurs at every stage
How UBS supports entrepreneurs
Entrepreneurial decisions often impact not only the business but also wealth, family, and long-term life goals. That’s why UBS follows a holistic advisory approach.
We support entrepreneurs in:
- Assessing financial and strategic decisions
- Aligning business and personal wealth
- Identifying risks early
- Structuring succession and exit scenarios
- Pursuing long-term wealth goals
We combine personal advice, global investment expertise, and access to an international entrepreneurial network.
During the growth phase, strategic direction is key. UBS supports you with:
- Financing and liquidity management
- Structuring business and private wealth
- Protecting business risks
- Access to relevant networks and market insights
The goal is to finance growth sustainably while structuring assets proactively.
As a business matures, efficiency, risk control, and strategic direction become more important. UBS supports you with:
- Optimizing financial and wealth structures
- Separating and aligning business and private assets
- Long-term wealth and succession planning
- Preparing strategic options for the future
This helps you maintain oversight even as complexity increases.
A sale or succession plan is one of the most important decisions in an entrepreneur’s life. UBS supports you with:
- Structuring sale or transfer scenarios
- Securing private wealth after exit
- Succession planning within or outside the family
- Long-term wealth planning after the entrepreneurial phase
The focus is on turning business success into sustainable wealth protection.
Entrepreneur networks and thought leadership
Best Managed Companies Award
UBS is a partner of the Best Managed Companies Award in cooperation with Deloitte Private and Frankfurter Allgemeine Zeitung. The award recognizes exceptionally well-managed companies and provides access to an exclusive network of like-minded entrepreneurs.
Global insights for entrepreneurs
Successful entrepreneurs make decisions based on knowledge, perspective, and experience. UBS regularly provides analyses, studies, and guides on entrepreneurship, wealth, and long-term planning.
These resources help identify opportunities early and support informed decisions regarding business, wealth, and family.
Key resources include:
Access to entrepreneurs, experts, and markets
Many entrepreneurial challenges are easier to solve by sharing experiences and perspectives.
Through UBS entrepreneur networks, you gain access to:
- Entrepreneurs from various industries
- International experts and market specialists
- Exclusive events and discussion formats
- Studies, best practices, and future perspectives
The goal is to encourage peer-level exchange and generate new ideas for growth, innovation, and long-term success.
Financial advice for individual life and wealth situations
Every entrepreneur is in a different life and business phase. UBS therefore considers not only business topics but also personal and family goals.
Our services include:
- Personalized wealth planning
- Succession and generational planning
- Solutions for family businesses
- Family office approaches for complex wealth structures
- Specialized offerings for female entrepreneurs
- Support for the next generation preparing for future responsibilities
Our goal is to combine financial stability, entrepreneurial freedom, and long-term wealth objectives.
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Together, we can help you pursue your goals.