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UBS Wealth Planning

My Life.

A masterful composition.

The journey of a thousand miles starts with one step, Laozi* said. But sometimes, this should be a step back, before being able to run forward.

One that will give you enough time to carefully address all of the questions and worries swirling in your mind that may have a serious impact on your wealth.

At UBS Wealth Planning, we can help you address these uncertainties and raise the most important questions in a structured and holistic manner through our full My Life offering.

*Chinese philosopher of the 6th century B.C.

Petals with description

My Family

Family petal

These are the people who are closest and matter most to you. Have you thought about how to best ensure they are well off, now and for years to come?

Download factsheetpdf, 189 KB

My Protection

Protection petal

From geopolitical and financial tensions to a sudden illness or incapacity, the number of risks and disruptive factors is uncountable. What are the things to consider to preserve a sense of security?

Download factsheetpdf, 168 KB

My Company

Company petal

Having a company means running a business, adopting a structure, paying taxes, growing and expanding, preserving your wealth, ensuring continuity, and being curious about what others do. Let’s have a look at what these factors mean and how they can be addressed.

Download factsheetpdf, 180 KB

My Taxes

Tax petal

Taxes are a certainty and they are omnipresent. This may sound scary, but let’s make things simple and see how you can factor these aspects into your decisions.

Download factsheetpdf, 173 KB

My Retirement

Retirement petal

We all dream of the things we’ll do when we are retired. But is your wealth adequately structured and have you planned sufficiently to ensure you will have the retirement you always envisioned?

Download factsheetpdf, 171 KB

My Succession

Succession petal

The greatest transfer of wealth in history is happening as we speak. It is more than just a simple transfer: It is a holistic transition, driven by a multitude of key components and parameters. How about you? Are you ready to hand the baton over to the generation in this once-in-a-lifetime relay race, for a win-win result?

Download factsheetpdf, 177 KB

Listen to our podcast on women and succession planning

Women and Succession Planning

What succession planning means for women and how a Wealth Planner can help in the process

UBS Chief Investment Office, Wealth Planning Advisory

Women and Succession Planning

11:01

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