Make your wealth work for you

Our report will help you on your journey from entrepreneur to investor

So you’re running a successful business. Perhaps you’re thinking of selling. Or you might have already exited your business to explore new interests.

Whatever your situation, as an entrepreneur, you’ll need a solid financial plan to protect the wealth you’ve worked so hard to build for you and your family. Because the best ways to create wealth are not necessarily the same as those to preserve it.

Our Chief Investment Office report – From entrepreneur to investor – will help you in your journey.

Get your report

Request your report now to learn about the key considerations and lessons in the transition from entrepreneur to investor, based on real-life examples.

The report also includes handy to do lists that will help you to avoid common pitfalls.

UBS Wealth Management services are designed to help grow and protect the assets of high-net-worth individuals who are eligible investors with liquid assets above USD 10 million.

"Eligible Investor" ("Lakoah Kashir") as defined under “The Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995”, with liquid assets and knowledge and experience in the capital markets as defined in said law.

*Existing clients are invited to directly contact their respective teams. Your request will not be forwarded.

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Above 20 million

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Please note that by registering and participating in the Event/receiving this report, you confirm that you have read and understood the disclaimer, in particular that entities in the UBS Group, as well as third parties or service providers in Switzerland and abroad which are involved in the organization of the Event, may deduce your bank-client relationship with UBS. By registering to this event/receiving the report/contacting us via website, you consent to the processing of your Personal Data as outlined above. Should you no longer wish to receive such e-mails from us in the future, you can UNSUBSCRIBE FROM THIS MAILING at any time via the above link.

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Eligible Investor Confirmation

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I confirm that I’m an “Eligible Investor" ("Lakoah Kashir") as defined under “The Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995”, with liquid assets and knowledge and experience in the capital markets as defined in said law.

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