Tailored solutions for individual needs

Family Advisory: Secure your legacy today for the generations to come

Family Advisory: Secure your legacy today for the generations to come

Whether for your family, your business or yourself, we understand that you need dynamic and complex services specially designed for your particular circumstances. We mobilize the most comprehensive expertise from all areas of our global organization and our extensive network to tailor-make the best solution specifically for you.

Your dedicated UHNW client advisor is supported by our leading research capabilities from the UBS Chief Investment Office. The financial services we offer are complemented by a range of premium services designed to support your passions, believes and ideas.


Services

  • Philanthropy & Sustainable Investing
  • Art
  • Wealth Planning
  • Family Advisory
  • Risk Management
  • VIP services
  • Financing solutions for special needs (e.g. aircraft, boats, etc.)
  • Broad universe of investment products ranging from mandates to investments in specific asset classes including special solutions for values-based investing /sustainable investing

Contact us

Contact us today to learn more about our services