UBS Business Owners Client Segment originated in 2017 with the mandate of providing the necessary resources and intellectual capital to Business Owners and the Financial Advisors who serve them. UBS has identified the Business Owner space as one with great potential so the firm is focusing on enhancing and expanding the solution set for this client segment in order to build deeper and fruitful relationships. Traditionally, wealth management firms engage a business owner client surrounding the liquidity event, but UBS is looking to build stronger relationships further in advance so Financial Advisors can better compete for assets.
UBS is primarily known for personal wealth management which typically occurs post-sale for a business owner. However, there are valuable resources and expertise that can be leveraged at UBS during all stages of the business owner lifecycle (i.e., startup, growth and maturity). Some examples include a global family office, a network of boutique investment banks, business lending and insurance solutions, Planning, philanthropic, ESOP, family governance and retirement plan services. Not only is UBS helping businesses achieve a maximum valuation, the firm is also helping business owners understand the emotional, financial, and business components during a business transition.
- Describe the many resources UBS has to offer in helping Business owners before, during and after an exit
- Insights on the business owner demographics and the “exit wave”
- Interactive case study of a business owner who is going through a business transition
About the Summit:
Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit. A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.