You didn't start your business without a plan - don't exit it without one. UBS has a long history of working with entrepreneurs planning their business, family and investment needs as they approach a liquidity event.
We know that the most successful entrepreneurs have a passion for their business - a purpose beyond the profit - that drives them to succeed. Selling your business takes a lot of thought and planning. UBS can help.
Your financial situation can change overnight and planning well in advance has its rewards. Early wealth management advice can help you structure your assets to extract and maximise the value of their company.
Our wealth planning experts will walk you through ways you can protect and preserve your hard-earned wealth, making sure that you and your family are covered so that the moment the next stage in your life starts you are ready to enjoy it.
Whether you want to leave money in trust for your children, sort out your pension arrangements or increasingly, become a philanthropist, we can help you achieve your goals.