Financial Planning International

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.

Insurance Planning

Insurance Planning

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?

Trusts

Trusts

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?

Foundations

Foundations

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?

Tax Planning

Tax Planning

Have you examined your wealth situation from the tax optimisation angle?

Inheritance Planning

Inheritance Planning

Wealth protection over generations - Have you already given some thought about the future of your wealth?