What's it all for?

Your family, your business, your legacy

This series aim to tackle one simple, but fundamental, question: what’s it all for?

Whether you are looking to pass on your wealth to the next generation, deciding whether to sell your business, or wondering how to give back to society, it is this question you’ll need to return to time and time again.

There can be no right or wrong answers to such a difficult question, and for most people, it is a deeply personal matter. These emotional and often life-defining moments require careful and considered attention.

Our advice is shaped by our experience of working over many years with individuals, entrepreneurs, and families who have faced these challenges. With this material, we hope others may find useful insights and perhaps even some inspiration.

Wealth and the next generation

There is no right or wrong answer when it comes to planning for the next generation.

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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.

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UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.