The right moves for your financial future

We focus on a collaborative approach that looks at all of the moving parts of your company retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.

Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

We have the experience and insight to help you preserve assets, reduce estate tax exposure and transition wealth to future generations. With our access to an extensive network of estate planning professionals, we will work closely together to help you build a comprehensive plan for transitioning assets to future generations.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.