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Next Generation

Prepare for the future, address unique challenges and achieve ambitions together

When embarking on the journey to leave behind a lasting legacy, the Next Generation seeks to preserve and grow the family’s wealth, while also helping to create a more compassionate, equitable, and environmentally sustainable future.

Next Generation is a mindset

As entrepreneurs, investors, future business leaders, enterprising family members and change-makers, the Next Generation challenges the status quo and looks upon wealth as a resource to drive positive change.

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The Next Generation wants to live their lives with purpose and passion. That is why they need to be included as early as possible in crucial family conversations about shared expectations surrounding wealth transition and legacy.
Viola Werner

Insights for the Next Generation

Who am I? What does wealth mean to me? What legacy do I want to leave behind? How do I communicate to my family what matters to me? What path do I choose? Education and peer exchange can help the Next Generation find the answers and achieve their personal and professional goals.

How we empower the Next Generation of our clients

Shedding more light on our past and future engagement with the Next Generation. Hear from Benjamin Cavalli, Head of Global Wealth Management Strategic Clients.

Navigating the Great Wealth Transfer

Prof. Dr. Wolfgang Jenewein, shares his insights on the challenges between generations and the importance of values.

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Boundaryless Success report

In the era of Industry 4.0, what pathways have the Next Generation of enterprising families started to pursue?

Three areas of expertise

Partnering with the next generation and their families for every stage of their journey 

Discovering key needs and wants

When it comes to the transition of wealth and responsibility, every successor is unique. Whether assessing future responsibilities, considering individual preferences, obtaining relevant education, understanding wealth management or mastering family communication,together with the Next Generation we explore their specific needs and draw a personal learning journey.

Our solutions

  • Next Generation Advisory
  • Succession and legacy planning
  • Wealth planning
  • Family governance advisory
  • Strategic philanthropy
  • Family office setup, review and governance

Building Next Generation skills

We help prepare the Next Generation for their future roles by providing education to boost financial literacy and confidence, foster leadership skills, and address family communication and governance topics.

Our solutions

  • Global education programs
  • Industry Insights: expert advice, current business trends, business sentiment insights from peers
  • Peer exchange
  • Support and advice for all stages of their businesses

Connecting to peers and experts

We connect the Next Generation and their families to peers, relevant experts and networks that support them in reaching their personal and professional growth goals through unique experiences and exceptional connections.

Our solutions

  • Global education programs
  • Partnership with the YIO

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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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.

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.

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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Together, we can help you pursue your goals.
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