When you love what you do, stepping aside isn‘t easy. But as time goes by, your lifestyle will naturally adjust to a change in priorities. You may want to remain hands on. Take a step back. Or pursue other passions. As time goes by, you might need to reconsider your financial plan.
It’s never too early to start planning for your future. So it's good to know you'll have support from our experts straightaway, helping you create a strong and flexible plan. And as time rolls by, you'll keep receiving advice and solutions to meet your changing needs.
Questions to ask yourself
To ensure your financial plan is the best it can be, it pays to start early. But there’s a lot to think about. Start by asking yourself these three questions:
What should I consider when planning for tomorrow?
Our services embrace all the major milestones you'll face. These include passing on your wealth to the next generation, retiring, protecting yourself and your loved ones, and relocating somewhere new. You can rely on our wealth planners as you journey through life.
How can I be sure my wealth will reach the right people?
We can help protect and transfer your assets smoothly to the next generation. Succession planning, secure corporate trustees, and trusts are just some of the services we provide.
How can I help make the world a better place while putting my wealth to work?
Our global teams can advise and support you on every aspect of philanthropy, giving to charities, and values-based investing. And we'll help you achieve your philanthropic goals in a financially rewarding way.
How can wealth management help?
Very simply, we help you put a plan in place for the future. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.
Great investment advice doesn’t exist in a vacuum. Our service takes in to account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.