Your family wealth is precious, and we want to ensure that it can withstand the test of time. To help you manage your wealth across generations, UBS Family Advisory will develop and implement a bespoke and sustainable strategy for your family.
Our family advisory services
Benefits of our family advisory services
Dedicated specialists
Established two decades ago, UBS Family Advisory has a global reach, unique in the industry. The team comprises of more than 20 experts and senior advisors advising high net worth and ultra high net worth (UHNW) families around family governance, family office management 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 review your existing family strategy and governance, helping you to close potential gaps or 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.
Capital Investment Entrant Scheme
Explore our suite of CIES related services to serve your needs.
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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.
