Family Advisory

Your efforts today make your family wealth last

Sustaining family wealth means addressing a host of important questions. Among them: What is unique about your family? How do you reach and communicate decisions? How do you transmit the family values to the next generation? How do you manage joint family assets?

UBS Family Advisory assists wealthy individuals and families in managing their wealth for continuity. Leveraging a global team of experts we apply a systematic approach assisting you in developing and implementing a unique and sustainable strategy for your family.

We support you in developing a family strategy and governance framework (e.g. a family constitution, family council or other family boards). We provide assistance through checklists and best practice sharing, and facilitate family workshops in which we encourage open communication and discussion of important family wealth transition topics.

We support you in designing an effective support structure for your family or help you to perform a comprehensive review of your current arrangements. We also assist you in the definition of an operating structure and governance.

We assist families with their next generation development and succession planning by sharing best-practices and delivering tailor-made educational modules. We also provide access to a community of like-minded peers and structured development programs.