Delivering opportunity through collaboration
Tailored family office services
Tailored family office services
Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.
To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.
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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Your family’s enduring legacy
Your family’s enduring legacy
With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.
Our approach helps foster family communication and provide education across generations to help define and pursue your generational wealth objectives.
