What about when I’m gone?

¿Qué pasará cuando ya no esté?

Planning for a time when you’re no longer around may seem daunting. It doesn’t have to be. We’re here to take the uncertainty out of preparing for the future. All it takes is an open conversation about what you want for your family. Of course, you’ll have questions. But together we can find the answers. And the earlier you start planning, the earlier you’ll be ready.

Questions to ask yourself

It’s a good idea to start early to make your financial plan as effective as possible. But there’s a lot to consider. Begin by asking yourself these three questions:

Am I setting my family up for success?

It’s never too early to talk to your children about money: how it was made, how you should manage it, and why it doesn’t define you. Does your family have the right perspective on wealth?

How do I start the conversation?

It may seem like an uncomfortable topic to discuss. But simply starting to talk through your plans is half the battle. And the more honest you are about how you’d like to pass on your wealth, the easier the discussion becomes.

How do I want to pass on my wealth?

You want to give your children access to the best opportunities in life. But you also understand that the challenges you faced helped to get you where you are. How do you leave a legacy which serves their best interests?

¿Cómo puede ayudarlo la administración patrimonial?

84%

of people expect future events to be positive, even when they only remember 69% of past events to be positive.*

How can wealth management help?

Very simply, we help you put a wealth plan in place for the future. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.

And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.

*Dan Gilbert, Professor of Psychology at Harvard University, in a study commissioned by Prudential.