Wealth management for entrepreneurs

UBS supports entrepreneurs with an integrated strategy that connects your business decisions, personal wealth, succession and long-term family goals.

Our approach brings together personal guidance, global investment expertise, entrepreneur networks and structured wealth-planning solutions to support you from growth and financing through to exit preparation and preserving wealth across generations.

For entrepreneurs, success often looks different from the inside. Your business and life move as one, and as success grows so do the questions around it. Your personal finances, family goals and business decisions are closely connected, from growth and financing to exit planning and life after a sale.

UBS understands this reality and supports you at every stage with local access to global expertise, from wealth structuring and diversification to managing risk, building long-term resilience and preparing for what comes next.

Grow your business

Early-stage and scaling

Is most of your wealth tied up in your business while you focus on growth?
Do you want to separate business and personal finances, manage concentration risk, and start building wealth outside the company?

UBS can help you structure ownership, diversify over time and keep enough liquidity for opportunities and shocks.

Sell your business

Preparing for a sale

Are you thinking about selling or passing on your business in the next few years?
Do you want to maximise value, understand the impact on your personal wealth, and be ready for what comes next?

UBS can help you plan the exit, structure the deal and align the outcome with your long-term goals, while preparing for life beyond the business.

Manage and transfer wealth

Life after an exit

Have you sold – or are you selling – your business and facing new choices?
Do you want to invest wisely, define your next chapter and support family or philanthropic goals?

UBS can help you move from concentrated business risk to a diversified portfolio, and build a clear plan for liquidity, longevity and legacy.

Start the conversation

Scaling smarter

Learn how John turned rapid growth into long-term wealth

John was scaling his business fast, juggling funding decisions and new markets, while balancing the demands of growth with the wealth management opportunities that success created.

We helped him access our investment banking team, expert partners, and personalized wealth planning so he could make confident, strategic decisions at each stage of growth.

Exiting on her terms

Learn how Maria turned a business sale into a secure family future

Maria had built her company over decades and was ready to sell but wanted to protect her family’s future, preserve her wealth and exit on her terms.

We guided her through the sale with our specialists and personal wealth and family planning, helping her maximize value and prepare for life after the business.

Building a lasting legacy

Learn how the Chen family turned one exit into generational wealth

After a successful exit, the Chen family wanted to secure their wealth, support their lifestyle and create a legacy for the next generation.

We worked with them to build diversified portfolios, plan retirement and succession, and set up family and Next Generation structures so their wealth could support future generations.

Cover image of Entrepreneurs essentials guide

Are you prepared for what’s next for you and your business?

You’ve worked too hard to leave your next chapter to chance. Download our Entrepreneur Essentials guide and start turning your business success into a life and legacy you’ve actually designed.

Get your guide

The reality is your company is for sale

Start-ups are struggling to exit, but exploring how they might help acquirers boost sales can lead to future success, says serial entrepreneur Mert Iseri, Co-founder and CEO of 248.ai.

Global Entrepreneur Report 2026

What’s guiding top business leaders’ decisions today and their plans for tomorrow? We asked 215 influential entrepreneur clients whom we support at every stage of their business development and lives.

Read the Global Entrepreneur Report 2026

From entrepreneur to investor

Wherever you are in your entrepreneur journey, we can help you find the right investment strategies for you. Read our report for your to-do list to help active entrepreneurs stay prepared and avoid common pitfalls.

Download the to-do list for entrepreneurs

Project Female Founder

Where ambition meets opportunity

At UBS, we believe female entrepreneurs should have equal access to funding and networks that can help their businesses thrive.

Our global UBS Female Founders initiative connects women with investors, expertise and strategic partners – turning great ideas into scalable success stories.

Discover more on Project Female Founder

To get in touch and schedule a meeting

QR number

First Name

Enter your first name

Last Name

Enter your last name

Enter your email

Phone

Enter your 10-digital phone number (no dashes)

My investable assets (USD)

7-20 million
Above 20 million

Please specify your request(Optional)

Privacy Note

In the context of this campaign, we collect and process the following personal information: Last name, first Name, e-mail and a unique email identification number assigned to you as well as your reading and use behavior ("Personal Data"). We collect and process your Personal Data for the following purposes: to register you to the event and to analyze your reading and use behavior of the email received and linked UBS websites, such as opening this email or which contents interest you (the "Purposes").

Your Personal Data may be shared with and processed by UBS Group companies, in particular by UBS employees involved in marketing end event organization who are based in Switzerland and in the local office in Israel, as well as third parties or service providers globally to carry out the Purposes. If Personal Data is transferred abroad, it may no longer be protected by your local laws (e.g., banking secrecy, financial privacy, other client confidentiality provisions and Personal Data protection laws may not necessarily provide an equivalent or comparable level of protection, when compared to the rights provided under laws that apply to your relationship with UBS) and may fall under foreign regulations that allow the Personal Data to be passed to relevant local authorities or other third parties. UBS will make sure that recipients of your Personal Data are bound by applicable confidentiality and Personal Data protection obligations.

We will retain your Personal Data for as long as required to fulfil the purpose.

For more information about how UBS processes your Personal Data including how we protect your Personal Data, your rights in respect of your Personal Data and contact details of the Personal Data Protection Officer, please refer to our privacy notice. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Information as set out above.

Please note that by registering and participating in the Event/receiving this report, you confirm that you have read and understood the disclaimer, in particular that entities in the UBS Group, as well as third parties or service providers in Switzerland and abroad which are involved in the organization of the Event, may deduce your bank-client relationship with UBS. By registering to this event/receiving the report/contacting us via website, you consent to the processing of your Personal Data as outlined above. Should you no longer wish to receive such e-mails from us in the future, you can UNSUBSCRIBE FROM THIS MAILING at any time via the above link.

Privacy Notice

Legal Note

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

Eligible Investor Confirmation

Eligible Investor Confirmation
I confirm that I’m an “Eligible Investor" ("Lakoah Kashir") as defined under “The Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995”, with liquid assets and knowledge and experience in the capital markets as defined in said law.

Confirmation

Confirmation
I agree to UBS contacting me by phone or email for marketing purposes. I acknowledge the legal note and understand that I can revoke my consent at any time by clicking the unsubscribe link in UBS emails, by contacting UBS or by raising a data subject request.

UBS Wealth Management services are designed for high-net-worth individuals who are eligible investors with financial assets above USD 7 million.
*Existing clients are invited to directly contact their respective teams.

Wealth at every stage: from building and exit planning to life after the sale

How can I manage my personal wealth while most of it is tied up in my business?

How should I think about my wealth once my business is successful or after an exit?

When should I start planning an exit or succession, and what should I consider?

What should I expect from life after selling my business, and how can I prepare?

How should I invest after a major liquidity event?

When does it make sense to work with UBS, and what support can I expect as an entrepreneur?

You don’t need to wait until you’ve sold your business to speak with UBS. We work with entrepreneurs from growth through exit and beyond, helping you structure your finances, manage risk and plan ahead. Through our global wealth management, investment banking and partnership networks, we can also connect you with other founders, potential opportunities and specialist guidance at each stage of your journey.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

Skip Links

Search Title