Happy family enjoying wealth and time together with children. Connect with UBS family advisors

Family advisory

Building a family legacy for generations

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

We offer a structured approach from advisory to execution services.

Family governance

We guide you in developing a strategy for you and your family and support you in designing and implementing your bespoke family governance system, including a family constitution, family council and other decision-making governance forums. Our experts are available to assist family offices in Hong Kong and Singapore.

Family office

We support you with all your questions around organizing your wealth professionally, from the design to the implementation of setting up a family office to the review of your current arrangements, taking into account key considerations such as: strategy, scope of activities, location, costs, business model, staffing and governance. Our experts are available to assist family offices in the region.

Setting up our Family Office in Hong Kong

Leading global financial center. Supportive government. Tax Incentives. Extensive talent pool. These are some compelling reasons to set up your family office in Hong Kong. As a highly dynamic city that serves as an unparalleled gateway to Mainland China and Asia, Hong Kong is business-friendly with a multitude of advantages to ensure businesses can flourish.

Tax Concession Regime for Qualified Single Family Offices
The regime provides profits tax concession for eligible family-owned investment holding vehicles (“FIHVs”) or any underlying special purpose entities (“SPEs”) managed by eligible single family offices (“SFOs”) in Hong Kong. Subject to certain specified conditions and anti-avoidance measures, assessable profits derived from transactions in specified assets (“qualifying transactions”) and incidental transactions (subject to 5% threshold) would be eligible for profits tax concessions.
Residence Planning in Hong Kong
The HKSAR Government officially launched the new Capital Investment Entrant Scheme (CIES) on 1 March 2024, a program which aims to attract asset owners to establish residency in Hong Kong and explore its diverse investment opportunities through wealth allocation and management.

Next generation

We support your wealth transition journey and the next generation members of your family to become future leaders and responsible wealth owners. We do so through educational programs, events and global peer sharing-communities, addressing topics such as financial confidence, financial literacy, family wealth, leadership and personal development, as well as making a positive societal impact.

Asian father and son playing chess board

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.

Learn more

You might also be interested in

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.