Preserving family values over the generations

Talk to each other – today rather than tomorrow

The basis for handing down assets successfully is to ensure transparent, open communication within your family, to make early arrangements for succession planning, and to implement an appropriately structured investment strategy. Talk openly with family members so that you can implement your plans fairly. Verify the structure of your assets and opt for investment solutions that correspond to your goals.

Preserve your assets over the generations and obtain information here about 4 common challenges.

Passing on property

Plan early on when and how you would like to divide up and pass on your property

Loss of decision-making capacity

Make sure that you and your assets will be well looked after if you are no longer able to manage for yourself.

Documents and their validity

Check that your documents reflect your current plans.

Fair division of assets

Protect your descendants against misunderstandings and disputes.

UBS Wealth Way - Your individual investment concept

What do you want to accomplish in your life? How do you plan on achieving them? And what worries you the most? Talk to us about your goals and challenges, and together we’ll find out what matters most to you – using our UBS Wealth Way consulting approach.

UBS – a leader in family banking

Comprehensive advice over the generations

  • Full range of consultancy services
  • Experienced succession specialists
  • Individual investment strategies and models