Wealth Planning

Tailor your financial planning to suit your life goals. We will provide you with comprehensive advice and guide you step by step through the process, no matter how complex your financial circumstances.

Pension and retirement planning

Plan your retirement properly and early on, so you remain financially independent in old age.

The sooner you start planning for your retirement, the more you can look forward to it. What we offer:

  • Free initial consultation to identify your financial situation and wishes
  • A guided process to create the basis for your retirement and draw up a measure plan
  • Joint implementation of your pension strategy and regular reviews

We provide advice exclusively pursuant to Swiss law.

Tailor-made advice for large and complex financial assets

Succession planning

We’re here to help you overcome the often emotional challenges associated with the succession of your family wealth. What we offer:

  • Advice on private and business inheritance issues
  • Analysis of your matrimonial property and inheritance law situation in a personal conversation
  • Elaboration of tailor-made solutions
  • Administration of the estate and settlement of liabilities

We provide advice exclusively pursuant to Swiss law.

Tax planning

Our specialists will support you through a comprehensive advisory process to identify your tax situation associated with various life situations and to enhance your planning reliability. What we offer:

  • Advice on the tax treatment of private and business assets
  • Holistic review of private asset structuring
  • Support for entrepreneurs in the structuring of private and company assets as well as the transfer of companies, taking into account the various aspects of financial planning, retirement planning and succession advice
  • Advice on issues relating to tax law concerning your real estate

We provide advice exclusively pursuant to Swiss tax law.

Also of interest to you

Pension or lump sum?

What’s the rule of thumb? Find out more about the advantages of the two withdrawal options and find the best option for your retirement.

To the withdrawal options

Retirement calculator

Calculate quickly and easily whether you have a pension gap, what specifically you can do about it and how you can look forward to a relaxed future.

To the retirement calculator

Wealth advice for women

When it comes to wealth planning, being a woman makes a difference. That’s why UBS supports women in acquiring extensive financial know-how with Women’s Wealth.

To the Women’s Wealth Academy

Charitable commitment

The UBS Philanthropy Foundation is an innovative approach to charitable commitment. It provides a professional philanthropic offer with a wide range of opportunities to do good and make a difference.

More about charitable giving

We’re here for you

Find answers to frequently asked questions at any time in our help articles, or make an appointment for a nonbinding consultation.