UBS Family Office Solutions (FOS)

As a financial advisor considering a move, you understand the weight of this decision. Amidst the multitude of firms and similar offerings, it's crucial to find a partner that stands out, especially when it comes to catering to ultra-high net worth (UHNW) clients. UBS offers a distinct advantage in this arena through its Family Office Solutions (FOS), designed to support advisors like you in serving the complex needs of your most discerning clients.

Navigating a new firm can be daunting, but working with a team like Family Office Solutions makes the transition to UBS easy for both you and your clients. Family Office Solutions acts as an extension of your team and is dedicated to delivering all of the resources of the firm to your most affluent clients. Choosing UBS means choosing a path of growth, expert support, and robust resources. It's about setting a standard of excellence and meeting the needs of your most discerning clients.

UBS is one of the only wealth management firms with a separate and distinct division of specialists dedicated to bringing institutional-quality advice to private wealth management advisors. Our Family Office Solutions division arms you with direct access to a broad range of expertise – all under one roof – that you may only find at UBS:

FOS offers a breadth of specialized services tailored to UHNW families, entrepreneurs, business owners, and corporate executives. We ensure that you have the resources needed to excel in this competitive niche. Family Office Solutions offers bespoke solutions to help clients navigate challenges and opportunities across their businesses, family offices, philanthropic structures, passions and interests.

The Family Office Solutions team is comprised of 25+ subject matter experts with decades of experience in all different areas. No two families are the same. Family Office Solutions members use their expertise to deliver bespoke advice around areas such as:

UBS Family Office Solutions is crafted to meet the specific demands of UHNW clients. From sophisticated investment management to intricate wealth planning and complex tax advice, our suite of services is backed by global resources and our thought leadership. Our group of former practicing estate planning and tax attorneys offer technical expertise to help clients solve their tax and planning challenges and provide new opportunities in the most tax efficient manner.

White-Glove Consolidated Financial Reporting

UBS is one of the first firms to give you the ability to offer white glove consolidated financial reporting (powered by Addepar, operated by Mirador) across your client’s entire portfolio. The platform hosts holistic data and intelligence, the widest range of asset classes, and sophisticated capabilities for modeling and calculations. For you, it means the ability to provide better-informed advice to your clients. For your client, it’s an intuitive, transparent investing experience that supports greater outcomes.

UBS Professional Network

We understand that our UHNW clients look to their Advisors for assistance with all of their needs. Family Office Solutions also oversees the UBS Professional Network, a select group of external providers who have met our criteria for professional service. The providers within the Professional Network act as an extension of our in-house offering. These include providers for family office services, family advisory and philanthropy, lifestyle, technology and administration.

UBS Family Office Academy

To grow your business, you must be cognizant about what unique things you can offer your clients. Our Family Office Academy is an internal resource available only to our advisors and their teams. The Academy’s content provides insights into quarterly trends as well as deep dives into different capabilities that you can utilize from UBS Family Office Solutions.

Thought leadership

Our specialists create robust thought leadership pieces which often act as guide for our clients as they think through their family’s challenges. The FOS team has published pieces on topics ranging from planning for the sale of a business, building and planning for a fine art collection, to centering a family office around the family and its values. These publications act as touch points for you to further showcase our specialists and the resources of the firm.

One of the latest publications is the Family Office Quarterly a quarterly publication curated for family offices and the executives who serve them. Each edition offers insights on the current investment outlook from our Chief Investment Office, operational excellence when structuring a family office, human capital insights, and more. The quarterly further amplifies Family Office Solutions’ commitment to family office clients and their executives.

One key differentiator is the ability to tap into our global network, offering exclusive investment opportunities in private equity and real estate ventures. These options provide portfolio diversification strategies that may resonate deeply with your clients.

UBS integrates cutting-edge digital platforms to enhance client engagement and streamline operations. These tools empower you to deliver real-time updates and financial insights directly to your clients, fostering transparency and trust. Additionally, our culture emphasizes collaboration, enriching your knowledge and amplifying your ability to develop tailored solutions