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Family Office and UHNW

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Family Office and UHNW

Are you an investor with institutional needs, a family office, entrepreneur or ultra high net worth individual seeking a truly global partner?

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Every client is unique. So are their needs.

Discover how we connect you with the best specialists offering expert advice, extensive resources and personalized services to fulfil your unique aspirations.

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Global Entrepreneur Report 2025

What’s on the mind of leading entrepreneurs across the globe? Find out in the first UBS report which has actively surveyed the opinions of entrepreneurs in our client base and our Industry Leader Network.

Central Banks

Navigating bias, democracy and corporate responsibility in the age of algorithms

Gain fascinating insights from mathematician and algorithm expert Cathy O’Neil about data-driven decision-making.

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We understand your financial and personal goals and aspirations and deliver personalized solutions for your investments, your business, your family and yourself.

Explore this site to find out more about just some of the questions our team of global specialists can help you answer.

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How can my wealth create impact?

Creating impact is a personal matter which is defined by your individual goals, ambitions, and passions. We’re here to share insights on what your peers are doing and help you amplify your impact journey.

Strategic Asset Allocation: advice on diversification and investment strategy
Sustainable Investing: allows you to implement your priorities
Philanthropy & social impact: become even more impactful through exclusive events, global networks and dedicated education
Access to Global Visionaries: help outstanding impact entrepreneurs accelerate positive change
Billionaire Ambitions Report: get unique insights from UBS’ billionaire clients

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How can I protect, grow and successfully transfer wealth?

Many of our clients want to know how to keep cohesive family bonds and make a positive impact on society, in alignment with their values.

We’re here to support you in developing your unique family strategy and the necessary governance tools so that you can achieve your goal of a lasting legacy.

Family governance advisory
Wealth planning and structuring
Family office setup advisory
Art advisory
Strategic philanthropy
Educational programs and global peer networks for private company owners, next generations, collectors and philanthropists

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Do I need a family office?

The number of family offices is increasing across the world. We have the global expertise to help you professionally manage, consolidate and structure your family’s assets, finances and interests – from outsourced ‘virtual’ family office arrangements to a fully-fledged single family office.

Virtual Family Office solutions
Single Family Office setup advisory
Single Family Office professionalization advisory
Wealth structuring
Asset Servicing, global custody and consolidated reporting solutions
Family governance advisory

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How can I access institutional insights and solutions?

For professional investors we provide an institutional ecosystem for family offices, entrepreneurs, and their businesses across all of UBS

We connect you with like-minded peers and recognized experts to exchange ideas, bring opportunities to life and make a real impact.

World-class capital markets platform with unrivalled access to liquidity and tailor-made solutions
Access to prime brokerage platforms and portfolio margin financing
Investment banking and corporate advisory franchise with profound sector and product knowledge
Deep expertise in sophisticated structured lending and financing

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How can our expertise help you achieve your business growth and diversification goals?

We’re as passionate about your business as you are. With our institutional expertise we can help you achieve your entrepreneurial goals whether this means growing, expanding, diversifying or selling your business.

Deep sector and industry expertise, combined with leading advisory and execution capabilities
Individual solutions for corporate holdings and liquidity / liability management
Corporate finance origination and execution, including mergers & acquisitions, equity and debt finance
Unparalleled access to investors and corporate opportunities
Exclusive entrepreneur events and peer-to-peer networks

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No matter how sophisticated your needs might be, we are ready to partner with you to create individualized solutions which help you grow and preserve your wealth

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Family offices, entrepreneurs and global investors

Benefit from a global team collaborating seamlessly across UBS to meet your interconnected needs.

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Ultra high net worth individuals

Understanding your goals, challenges and ambitions is our guiding principle so we can help you to address all dimensions of your wealth

We’re uniquely placed to draw on our knowledge and experience to give our clients unmatched intelligence to inform their financial decisions. Explore our flagship reports for a unique window into the trends that promise to have a significant impact on the changing world of wealth.

Global Family Office 2024

Global Family Office Report 2024

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. In its latest edition the report focuses on 320 of the world’s largest single family offices and covers a total net worth of USD 608 billion, with the individual families’ net worth averaging USD 2.6 billion.

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Billionaire Ambitions Report 2024

This tenth-anniversary edition looks back over the report’s discoveries the past 10 years to identify the key developments in billionaire wealth. Our billionaire clients also contributed to the making of this edition: we asked them to give us their opinions about legacy, impact and investments for the third year in a row.

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Global Entrepreneur Report 2025

This is the first UBS report which has actively surveyed the opinions of entrepreneurs in our client base and our Industry Leader Network, soliciting their views on a wide range of key developments that may shape the growth of their industries and their personal wealth including investments, hiring, risks and global trends.

Beyond markets

Hear from renowned experts, thought leaders and industry disruptors on the issues and topics that matter most to you

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Family office insights

Interview series on the latest trends in the family office space

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Classic car insights

Interview series about the fascinating world of motorsport and classic cars

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Philanthropy insights

Interview series on the latest trends in the philanthropy space

Visit our regional websites to gain further insights

Americas Private Wealth Management

Switzerland Private Wealth Management

Individuals and families

Together we can discover new opportunities to pursue the future you want for you and your family. Let’s craft your unique plan.

Women: empowered

We understand how women want to invest – enabling you to take control of your financial future. We help you protect and grow your wealth.

Your entrepreneur advantage

Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

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Globally connected, locally active

As a leading and truly global wealth manager², we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks³. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

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.

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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.