The future belongs to those who plan for it. When planning to pass on your wealth or protect your assets, it's never too early to consider a trust or charitable foundation. Want to set up a family trust to protect your loved ones, create a profit-sharing scheme for employees or build a foundation for charitable purposes? We have the knowledge and experience to act as your trustee.
Learn more about trusts – our video
As a leading and truly global wealth manager* we combine global expertise with local knowledge to provide holistic advice for all your wealth management needs. We help you build a lasting legacy for your children and future generations.
As your trustee we advise on estate planning, tax optimisation, establishing charitable foundations, wealth management of trust assets and trust administration. We provide comprehensive solutions tailored to your circumstances so you can protect your family wealth.
We have fully licensed trust companies in Jersey (Channel Islands), the Bahamas, Cayman Islands and Singapore. Our trust companies are 100% subsidiaries of UBS AG, with trust professionals based in various locations, and are part of our wealth protection solutions.
Our trustees can hold all forms of cash, securities, structured products and other bankable assets. We can look after your trust needs even when you have more than one banking relationship, by holding bankable assets with third-party banks. In some circumstances, our trust companies can also hold non-bankable assets such as real estate.
Together with our trust advisors we'll discuss your priorities and concerns, then work with your legal and tax advisors to design and create a suitable trust.
Your family trust can continue to hold your family's wealth for the benefit of your children and future generations. It can also help you do good – many charitable foundations are set up as trusts. Charitable trusts typically give to charities or perform philanthropic tasks.
Your family trust can protect your wealth from events you can't control, such as political instability. It can also control the flow of income to beneficiaries. This is useful for children who are young and can't yet manage money. It's also useful for parents worried about their children divorcing in the future.
Your trust may be tax efficient in certain circumstances, subject to advice from a tax advisor qualified in the relevant jurisdictions.
Your beneficiaries’ needs are likely to change over time, and the person who set up the trust (the settlor) can discuss these needs periodically with the trustee.
Trust law in certain jurisdictions allows the settlor to retain some control, such as appointing and removing trustees and managing the trust's assets. Depending on your goals in settling the trust, it may not be appropriate for you to retain certain powers. However, the fact that it's possible to do so means we can make your trusts flexible enough to meet your changing wealth protection or estate planning needs.
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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.
