Family Office and UHNW

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

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

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

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

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