Making a lasting difference
Making a lasting difference
We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.
Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.
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.
Advanced planning
Advanced planning
We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.
As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.
