The Capital ESOP Group at UBS

The Capital ESOP Group is a financial advisory team within UBS, one of the largest global wealth managers. Based in Washington, DC, The Capital ESOP Group has helped create over $3.5 billion of liquidity through successful transactions. In addition to advising owners of privately-held businesses on tax-efficient exit strategies for monetizing their business, including (but not limited to) ESOPs and Section 1042 rollovers, we are committed to providing comprehensive post-exit financial planning. This entails helping families grow and preserve wealth; manage taxes; use liabilities efficiently; and ensure that their assets are appropriately managed, allocated, and titled to preserve generational wealth.