Wealth planning

  

Your money, your life

Life changes. And so do your financial needs. Our job is to understand your concerns, set goals with you and achieve them. This requires a roadmap. May we help you find your way?

Long-term financial planning

We manage your assets for the long-term based on your needs and goals.

Optimum successor preparation

We ensure that your assets are passed down to the next generation.

Wealth advice for women

We support women with impartial financial planning and help prepare for any changes.

Pay only what you must

We help you to optimize your tax situation in Switzerland. For example, by analyzing your tax return from last year.

Your donations in the best hands

The UBS Philanthropy Foundation offers you numerous opportunities to do good with your wealth and achieve the greatest possible impact.

  • Does your asset structure make sense in relation to your needs?
  • What is your situation regarding your income, expenditure and liabilities?
  • Is there any leeway for tax optimization?
  • Have you already thought about retirement planning, and how you’re affected by marital property and inheritance laws?
  • Are you planning a regular or early retirement?
  • What are the main questions regarding financial planning for women?
  • Learn more about thorough tax planning
  • Get a clear picture of requirements for sound financial planning
  • Learn more about business succession and inheritance
  • Get answers to questions about pensions and retirement planning
  • Invest your income taking your personal circumstances into account

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: