UBS Financial Planning provides individual answers to your individual financial situation. We offer you integrated solutions that give equal consideration to all your financial needs, such as tax optimization, asset growth, retirement provision and succession planning, no matter how ambitious your goals are. With UBS Financial Planning, you're on the right track.
Do you have a long-term investment horizon? Do You wish regulate Your estate simply and flexibly? Do You want to increase the post-tax returns on Your portfolio in a sustainable manner?
Would you like to have your assets administered in line with your wishes both during your lifetime and afterwards, whilst having increased confidentiality by having them held by a third party?
Are you interested in consolidating your assets from one generation to the next so that the assets can be kept together in the family from one generation to the next?
Have you examined your wealth situation from the tax optimisation angle?
Wealth protection over generations - Have you already given some thought about the future of your wealth?