Navigating Wealth Management for Middle Market Business Owners
Update: 2025-09-19
Description
In this essential episode, host Steven Young, Senior Vice President of Wealth Management at UBS and Senior Member of the Business Transition Consultants team, reveals why most Middle-market business owners face a unique financial dilemma that most professionals never encounter: the challenge of managing two deeply intertwined financial identities simultaneously. On one hand, they’re business leaders responsible for corporate strategy, growth, and sustainability. On the other, they’re individuals with personal financial goals, family obligations, and retirement aspirations. This dual financial identity creates complexities that require specialized approaches to wealth management.
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