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The future belongs to those who plan for it. When planning to pass on your wealth or protect your assets, it's never too early to consider a trust or charitable foundation. Want to set up a family trust to protect your loved ones, create a profit-sharing scheme for employees or build a foundation for charitable purposes? We have the knowledge and experience to act as your trustee.
Learn more about trusts – our video
Discover the potential of trust services and how they can enhance your wealth management strategy.
As a global wealth manager since 1862, UBS truly understands the holistic aspects of wealth management for our clients worldwide. Beyond simply growing and preserving wealth, we appreciate the significance of building a lasting legacy for your children and future generations.
As your trustee, we consistently demonstrate our trustworthiness and expertise. From estate planning and tax optimization to establishing charitable foundations, managing trust administration, and protecting family wealth, we provide comprehensive solutions tailored to your circumstances. Let us guide you in supporting your wealth management needs and secure the future that you envision.
We operate fully licensed trust companies in Jersey (Channel Islands), the Bahamas, Cayman Islands, and Singapore. All are 100% subsidiaries of UBS AG, complete with experienced trustees based in various locations.
Our trustees are capable of managing various asset classes, including cash, securities, structured products, and other bankable assets. We can also handle your trust needs seamlessly, even when your assets are spread across multiple banking relationships, including third-party banks. In some circumstances, our trust companies can also hold non-bankable assets such as real estate and more.
We'll create a tailored trust that aligns with your priorities and concerns, working closely with your legal and tax advisors to ensure everything remains smooth and up-to-date.
Your family trust can also serve as a lasting vehicle to preserve your family’s wealth for the benefit of your children and future generations. Beyond wealth preservation, it can also be a powerful tool for making a positive impact—many charitable foundations are established as trusts. These trusts are often designed to support charities or undertake meaningful philanthropic initiatives.
A family trust offers a secure framework to safeguard your wealth from uncontrollable events, such as political instability. It also enables structured income distribution to beneficiaries, making it particularly valuable for young children who are not yet financially independent. Additionally, it provides peace of mind for parents seeking to protect assets in scenarios like potential future divorces.
Your tax advisor in the relevant jurisdiction can help ensure that your trust is tax-efficient under specific circumstances.
Your beneficiaries’ needs are likely to change over time, and the person who set up the trust (the settlor) can discuss these needs periodically with the trustee.
Trust law in certain jurisdictions allows the settlor to retain some control, such as appointing and removing trustees and managing the trust's assets. Depending on your goals in settling the trust, it may not be appropriate for you to retain certain powers. However, the fact that it's possible to do so means we can make your trusts flexible enough to meet your changing wealth protection or estate planning needs.
Overall emerging market growth is likely to be lower going into the new year, but we believe active management could continue to build a compelling emerging market case for global investors.
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.
We look forward to speaking with you.
