$6.9 trn
UBS Group invested assets
As of 10/29/2025
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We can help you plan for it.
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?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
Insights from 300+ UBS family office clients on strategic asset allocation, attitudes to risk, professionalization and governance, costs and staffing, and succession planning.
Insights into effective governance practices
Families that rated their governance as effective shared a common theme: they invested in time, people and purpose. These families were deliberate in choosing individuals—both from within and outside the family—who could contribute to long-term decision-making.
What are entrepreneurs thinking about as we approach the midpoint of a decade that has brought us solid economic growth and technological breakthroughs, but also a global pandemic and geopolitical conflicts? It’s a question we set out to explore in our first edition of the UBS Global Entrepreneur Report.
Guidelines for finding the right balance
What is the right amount to leave to your children and other loved ones? How much is too much? The answers lie in evaluating your vision for the use of your wealth and your family‘s ability to manage financial resources responsibly, rather than focusing on a specific amount.
