You could still lead the company for years. That’s the perfect time to create a succession plan.
You could still lead the company for years. That’s the perfect time to create a succession plan.
Thriving as a wealthy family means addressing important questions, like:
What’s the purpose of your wealth? How do we pass on family values? How does our family ensure a successful generational transition? Is the next generation ready? How can we best manage joint family assets? Should we set up single family or multi-family office? Our team of experts helps individuals and families develop a tailored strategy and implementation plan to successfully manage their wealth and family affairs for the long term.
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.
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.
UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.
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.
