Corporate Liquidity Planning Group of UBS

About Us

Your business is your legacy, but planning for your exit—and the future of the company—requires specialized expertise to unlock its full potential. We stand ready to help you develop a holistic, bespoke financial plan that’s tailor-made for you and your business. The Corporate Liquidity Planning Group at UBS—led by Joshua Young, CFP®, CEPA®—can help you craft the right financial strategy for your evolving personal and corporate needs, identifying the right mix of assets, the right amount of liquidity, and the right succession plan—for right now and beyond.

Our process begins with a deep dive into your existing portfolios, your personal and corporate risk tolerance, and your goals for both you and your business’ next chapter. With that foundation, we develop and implement a comprehensive action plan for wealth management that encompasses your personal dreams and aspirations, supports the company’s long-term strength and stability, and enhances employee engagement and retirement security. Together, we’ll put your life’s work to work, considering your liquidity, your longevity and your legacy—personally, professionally and philanthropically.