UBS/SoCal Succession Planning Group

About UBS/SoCal Succession Planning Group

The SoCal Succession Planning Group at UBS assists business owners as they transition out of their businesses to the next phase of their lives. We are strategic partners with The ESOP Group, the premier advisory group helping business owners transition their business ownership to their employees. We also partner with The 831 Group, a team that manages assets for captive insurance companies. In the end we are wealth managers, providing our clients with holistic financial advice.

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