Your family’s values and legacy
Your family’s values and legacy
Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.
Passing your wealth on to others
Passing your wealth on to others
For families with substantial wealth, having an experienced team to help you thoughtfully address how to pass your wealth to others can make all the difference. We have deep experience advising multigenerational families on the strategies to help maximize your wealth’s impact, now and for the future.
We can help you develop a plan for passing on your wealth to future generations that makes sense for your family, while also aligning with your overall objectives and investment goals.
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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.
