Family advisory

Building a family legacy for generations

Happy family enjoying wealth and time together with children. Connect with UBS family advisors

You could still lead the company for years. That’s the perfect time to create a succession plan.

Thriving as a wealthy family means addressing important questions, like:

What’s the purpose of your wealth? How do we pass on family values? How does our family ensure a successful generational transition? Is the next generation ready? How can we best manage joint family assets? Should we set up single family or multi-family office? Our team of experts helps individuals and families develop a tailored strategy and implementation plan to successfully manage their wealth and family affairs for the long term.

Our family advisory services

We offer a structured approach from advisory to execution services.

Family governance

We guide you in developing a strategy for you and your family and support you in designing and implementing your bespoke family governance system, including a family constitution, family council and other decision-making governance forums. We do so through a series of thematic workshops or facilitating family meetings.

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Family office

We support you with all your questions around organizing your wealth professionally, from the design to the implementation of setting up a family office to the review of your current arrangements, taking into account key considerations such as: strategy, scope of activities, location, costs, business model, staffing and governance. Our experts are available to assist family offices in Sydney, Melbourne and throughout Australia.

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Next generation

We support your wealth transition journey and the next generation members of your family to become future leaders and responsible wealth owners. We do so through educational programs, events and global peer sharing-communities, addressing topics such as financial confidence, financial literacy, family wealth, leadership and personal development, as well as making a positive societal impact.

Grand father and child

Benefits of our family advisory services

Dedicated specialists

Dedicated specialists

Established two decades ago, UBS Family Advisory has a global reach, unique in the industry. The team comprises of more than 20 experts and senior advisors advising high net worth and ultra high net worth (UHNW) families around family governance, family office management and next generation development topics.

Facilitated dialogue

Facilitated dialogues

As a neutral advisor, we assist you with running family meetings, thematic workshops and educational sessions that provide opportunities for the current and the next generation to have an open discussion about your wealth objectives and charter a course of action for the future.

Unbiased reviews

Unbiased reviews

We review your existing family strategy and governance, helping you to close potential gaps or enhance your setup based on best practices and expert insights.

Powerful insights

Powerful insights and ideas

You get access to industry-leading publications on family offices, family businesses, next-generation and other legacy topics. Gain in-depth know-how through our network and attend events to connect, exchange and share ideas around family wealth with peers.

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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

Connect with us

Together, we can help you pursue your goals.
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