Sarah Bothner
Senior Wealth Strategy Associate at Ubs
Based in Washington, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Washington
Industry
Financial Services
Company size
118K
Contact information
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s•••••••@ubs.com
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Background
About Sarah Bothner
In addition to advising owners and families of privately held businesses on tax-efficient exit strategies for monetizing their business, including Employee Stock Ownership Plans (ESOPs), The Capital ESOP Group provides comprehensive post-exit financial planning. This entails helping families both grow and preserve wealth, manage taxes, use liabilities efficiently and ensure that their assets are appropriately managed, allocated and titled to preserve generational are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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