Family Office & UHNW

Build a lasting legacy for future generations.

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Family advisory services

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.

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Your benefits

With our global coverage, we help you develop a plan and offer advice tailored to your needs. We can also support you in developing a family governance structure or family office, and with setting up decision-making bodies such as a family council or investment advisory board.

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It's important to have open discussions about your long-term family wealth objectives. We can assist with running family meetings or moderating educational sessions, thematic workshops and best practice sharing sessions that provide opportunities for the next generation to acquire skills and inspiration for their future.

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We can review and conduct gap analyses of your existing arrangements, benchmarking against known best practices and global research.

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You get access to industry leading research and publications on family offices, family businesses, next generation issues and other legacy topics. Gain in-depth know-how through our network of family offices and attend events to connect, exchange and share ideas on family wealth with like-minded people.

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Our family advisory solutions

Family governance advisory

We will help you implement a family strategy and governance framework. You can also call on our help setting up a family council, philanthropy strategy and ownership structures.

Family office advisory

We will help you design a suitable platform for your family or review your current arrangements. We can also help you define a risk-management framework.

Family business advisory

Effective family business governance can give you a competitive edge. We will advise you on best practice advice and help you establish the right family business governance framework.

Setting up your Family Office in Singapore

Gateway to Asia and emerging markets. Conducive regulatory and tax environment. Highly skilled and talented workforce. These are some compelling reasons to kickstart your family office journey in Singapore. As a global financial centre that is politically stable and technologically advanced, Singapore is a fertile ground to grow your family’s wealth.

Financial advice for your individual needs

Individuals and families
Together we can discover new opportunities to pursue the future you want for you and your family. Let’s craft your unique plan.
Women: empowered
We understand how women want to invest – enabling you to take control of your financial future.
Your entrepreneur advantage
Whether you’re starting up, ramping up or stepping back, your entrepreneur journey will be full of challenges and opportunities.

Why UBS is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.

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Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between UBS and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to UBS’s full capabilities, world-class research for your investments and connectivity to peer networks.

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1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 Based on publicly available data.

3 UBS AG. See information on our latest ratings here

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 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.

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Together, we can help you pursue your goals.

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