Deep experience. Global reach. Boutique approach.

Comprehensive solutions for your complex financial life

Our team has guided generations of sophisticated families, business owners and entrepreneurs, helping them build an integrated plan and streamline their complex financial lives. We are adept at understanding and helping solve even the most complex issues faced by our cosmopolitan, and often multijurisdictional, clients.

Whether you are a multigenerational family looking to craft a holistic legacy or an entrepreneur who needs assistance charting a course for their business and personal finances, our experienced team can serve as your trusted guide, offering targeted, tailored solutions that are part of a robust plan for your wealth.

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Virtual Family Office: A Modern Solution for Affluent Families

Every affluent family looks to secure the financial future that they envision for themselves and their loved ones. Today, the best way to chart a successful course for your wealth is to consider a virtual family office—a solution that considers your family’s complex needs as well as your desire to preserve your wealth but also chart a legacy that reflects your family’s passions and priorities.

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.

Stress Testing Your Wealth Plan

In these uncertain times, it’s more important than ever to ensure that your wealth plan is well aligned with your goals and expectations. We find that the best way to do this is through a stress test—taking a comprehensive deep dive into all aspects of your wealth.

The Benefits of a Family Constitution

Hannes explains how a family constitution can be used to manage a family’s wealth so that it achieves their many goals. From continuing to grow their wealth as it’s transferred to younger generations to aligning the use of that wealth with the values and ideals the family holds dear, the family constitution is a fantastic foundation to begin the process.

Preparing Your Heirs for Their Inheritance

For many highly successful individuals and families, passing on your wealth can prove a surprisingly daunting challenge, and can raise often unexpected challenges and conflicts. Learn more about how you can prepare for, and help solve, the thorny issues that may arise as you work to arm your heirs with the skills and knowledge that they need to make informed decisions.

Defining your priorities. Pursuing what matters.

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.

Sustainability matters

Wealth transfer across generations

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Making sense of significant wealth

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.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

51 countries

Our global footprint