Tailored solutions for individual needs

Family Advisory: Secure your legacy today for the generations to come Family Advisory: Secure your legacy today for the generations to come

Whether you aspire to develop a sound succession strategy for your business, a solid framework to manage your wealth, or to create a legacy for generations to come, we offer specialist advice based on our experience of working with wealthy international families.

Global Family Office: A partnership you can rely on Global Family Office: A partnership you can rely on

Our Global Family Office team is dedicated to serving your most complex and sophisticated needs. By giving you direct access to a global network of expertise combined with custody platforms and reporting systems, we help you meet your investment objectives.

Philanthropy and Sustainable Investing: Making a positive difference is not a question of if, but how Philanthropy and Sustainable Investing: Making a positive difference is not a question of if, but how

Our expertise in philanthropy and sustainable investing reflects our commitment to help you have a positive impact on society and achieve your philanthropic goals.

UBS Dialogue: The platform for knowledge exchange UBS Dialogue: The platform for knowledge exchange

As you move through the different stages of your life cycle, your personal and financial priorities change. UBS Dialogue provides a series of events that are tailored to address your family wealth concerns at distinct stages of your life: from discovering the role and responsibilities involved in being a "young successor", to dealing with multi-level and multi-dimensional family ownership and business strategies as the "next generation" and tackling wealth and business transition related questions as retirement approaches.

Art Competence: Intelligence in Art Advisory & Management Art Competence: Intelligence in Art Advisory & Management

We understand your need for complex and dynamic services in art-related matters. Our offering is specifically designed to accommodate your particular situation. We bring together our specialist know-how in art with internal expertise from all areas of our global organization as well as external expertise from our worldwide best-in-class art network.

Whether for your family, your business or yourself, we understand that you need dynamic and complex services specially designed for your particular circumstances. We mobilize the most comprehensive expertise from all areas of our global organization and our extensive network to tailor-make the best solution specifically for you.

Your dedicated UHNW client advisor is supported by our leading research capabilities from the UBS Chief Investment Office. The financial services we offer are complemented by a range of premium services designed to support your passions, believes and ideas.


Services

  • Philanthropy & Sustainable Investing
  • Art
  • Wealth Planning
  • Family Advisory
  • Risk Management
  • VIP services
  • Financing solutions for special needs (e.g. aircraft, boats, etc.)
  • Broad universe of investment products ranging from mandates to investments in specific asset classes including special solutions for values-based investing /sustainable investing

Contact us

Contact us today to learn more about our services