Family Advisory
Turn your success into a family tradition

Sustaining family wealth means addressing a host of important questions. Among them: What is unique about your family? How do you reach and communicate decisions? How do you transmit the family values to the next generation? How do you manage joint family assets?

UBS Family Advisory assists wealthy individuals and families in managing their wealth for continuity. Leveraging a global team of experts we apply a systematic approach assisting you in developing and implementing a unique and sustainable strategy for your family.

How you can benefit from our expertise

Family governance advisory

We support you in developing and imple-menting a family strategy and governance framework. We provide assistance when defining the set-up of a family council, an effective philan-thropy strategy and the set-up of ownership structures.

Family office advisory

We support you in designing a suitable platform for your family or help you to perform a comprehensive review of your current arrangements. We also assist you in the definition of a proper risk management framework.

Family business advisory

An effective family business governance helps to translate family engagement into a competitive strength. We provide best practice advice and can assist clients in developing family business governance frameworks.