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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.
You’re considering an exit in 5 years
You’re considering an exit in 5 years
- Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
- Fine-tune your business model to be most appealing to a buyer
- Make sure business documentation and financial statements are in order
- Put together a team to prepare the business and optimize value
- Strengthen your management team
Advanced Planning
Advanced Planning
The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.
