Family Advisory & Philanthropy Services
Family Advisory & Philanthropy Services
Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.
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Advanced planning
Advanced planning
We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.
As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.
Access to Investment banking
Access to Investment banking
UBS’s dedicated investment banking professionals can help with a range of corporate, institutional and wealth management needs. We can facilitate access to their global capital markets and connect you to their expert advice, well-crafted execution strategies and innovative solutions.
Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.
