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Preparing for What Comes Next: Setting Up Financial Success Post Exit
UBS is the world’s leading wealth management and financial advisory firm, with offices in over 45 countries and $3.2 trillion in managed client assets. Founded in 1862 in Switzerland and trusted by 50% of the world’s billionaires.

In a first of its kind, Elevate Brands is proud to present this series in partnership with UBS to support sellers in maximizing financial success pre and post exit and helping them setup the processes and structures to great generational wealth for them and their families.

With $10 billion of capital raised to acquire Amazon FBA businesses, every seller has a unique opportunity to change their life. Proper financial and wealth management planning is critical to this.

This exclusive event is not be missed by any seller who is thinking about an exit today or in the future.

UBS’ top wealth advisors will providing unique access and addressing the following critical topics:
1. Pre and post exit financial planning best practices to ensure you and your family can prepare for further financial success;
2. Taxes and investment considerations;
3. Family governance and estate planning insights; and
4. Highlighting the capabilities offered by UBS Wealth Management that are designed to help execute your plan to create the generational wealth you deserve.

Jennifer Gabrielli, Deputy Head of UBS Ultra High Net Worth Americas
James Jack, Head of the UBS Business Owners Client Segment Group

TJ Hyland, Director of Global Partnerships at Elevate Brands

Nov 30, 2021 12:00 PM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: TJ Hyland.