Questions you can ask your UBS Financial Advisor
- How can I pursue everything that's important to me after the sale of my business?
- How do I unlock the most value from my business before, during and after a sale?
- Can I leave my business the way I want and live the life want?
As a business owner, you know what sacrifice means and how deeply you are invested in your business. So when it comes to managing your wealth—whether it's before, during and after a sale—you need someone who understands the value of your business and all the challenges and opportunities you're facing.
UBS has a framework that can help you throughout every stage of your journey. It’s called UBS Wealth Way and it starts with questions and a conversation based on what’s most important to you.
UBS can then help you organize your financial life along three key strategies:
A Liqudity strategy
To help with cash flow for short-term expenses.
A Longevity strategy
For longer-term needs.
A Legacy stratetgy
For needs that go beyond your own.
Watch the video, and find out how other business owners are pursuing what's most important today, tomorrow and for generations to come.