Managing wealth that spans generations requires a careful approach. Our team can open the door to specialized resources in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art collections. UBS Family Office Solutions brings the best of UBS expertise and insight to our clients—offering deep and far-reaching perspectives on your investments, businesses, passions and legacy goals.

When it’s time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale to reflect your goals. We can also help with tax aware guidance such as trusts and philanthropic vehicles that will serve your wealth preservation and legacy goals.

Our deep industry relationships mean we can give you access to key specialists in our business community network such as private equity and M&A.

When the time comes to transition out of corporate life, our team can provide sophisticated planning and tax strategies to help maximize the value of substantial compensation packages. We can help manage the risk of concentrated stock and address your cash flow and liquidity needs.

As you approach retirement and consider your options for philanthropic or charitable pursuits, we can help you make the transition with clarity and confidence.