$7 trn
UBS Group invested assets
As of 12/31/2025
![[Wealth Way] Multigenerational planning](mediahandler/dynamicmedia/628667/_Wealth Way_ Multigenerational planning.jpg)
Our mission is to be a trusted partner and enduring resource for families as they navigate the opportunities and challenges of life. We believe meaningful advice begins with understanding who our clients are, not just what they have. Through purposeful communication, objective guidance, and deep experience working with wealthy families, we help simplify complex decisions and support lasting relationships across generations. Our goal is to help families preserve what matters most and create a legacy with value, purpose, and meaning
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We work with UBS Family Advisory and Philanthropy Services to provide advice to help families flourish for generations, through intentional communication, intergenerational wealth transitions, family governance, philanthropic legacies and more. Holistic insights, advice and execution services help you maximize your impact and build your legacy.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
