Family advisory

Building a family legacy for generations

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 office advisory services

Discover our tailored advisory and execution services below.

Family governance

We offer expert guidance to develop tailored strategies for your family office, including a personalized governance system with a family constitution, council, and decision-making forums. Through workshops and facilitated meetings, we ensure alignment with your family’s goals.

Two people in discussion in a office sitting on a sofa

Family office

From setting up a family office to reviewing your existing arrangements, we provide comprehensive support for organizing your wealth professionally. Our experts assist family offices in Germany, covering strategy development, scope of activities, location considerations, and more.

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.

Benefits of our family advisory services

Dedicated specialists

Our UBS Family Advisory team comprises over 20 experts and senior advisors specializing in advising high net worth and UHNW families on family governance, family office management, family investment, tax management advice, and next-generation development topics.

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

We will assist you in reviewing your existing family strategy and governance, helping you to address potential gaps and enhance your setup based on best practices and expert 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.