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Succession Planning: Our Services
Succession Planning:
Our Services

Safeguard your assets
Safeguard your assets

Make our expertise work for you with our comprehensive range of solutions and services

UBS has teams of seasoned specialists who are highly skilled in all areas of succession planning. We can show you what options you have open to you, taking all legal considerations into account. That way, you can be sure that your assets will end up in the right hands after you pass away.

Our services for your succession planning

  • Marriage and inheritance contracts

  • Co-habitation contracts

  • Wills

  • Loan and gift contracts

  • Formation of charitable foundations

  • Gift contracts for living allowances

Our individual solutions
UBS offers a broad range of products and services – not only from UBS, but from selected third parties as well. Within the framework of sucession planning, foundations and life insurance vehicles allow you to structure your arrangements around your personal estate planning needs.

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Outlining our strategy - UBS Investor Day 2009