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 advice, 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 specialist corporate finance advice, 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 specialist advisors plus 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.

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.

Download the report

From entrepreneur to investor

Wherever you are in your entrepreneur journey, we can help you find the right investment strategies. 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

UBS connects entrepreneurs and executives with global experts and like-minded peers, opening doors across markets for the business edge and connections you need to succeed.

Discover more about our networks

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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 early growth through exit and beyond, helping you structure your finances, manage risk and plan ahead. Through our global wealth management, corporate finance and partnership networks, we can also connect you with other founders, potential opportunities and specialist advice at each stage of your journey.

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 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.

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Wealth management for entrepreneurs

Is your wealth strategy evolving with your business?