Asking the questions that matter most to you

  • What’s the purpose of our wealth? 
  • How do we pass on family values?
  • How do we take good decisions?
  • How can we ensure a successful wealth transition? 
  • How can a family office support us?

In addressing vital questions like these, UBS can help you build an environment in which you can thrive as a wealthy family.

Our team of experts is equipped to support you and your family in developing a tailored family strategy and implementation plan to successfully manage your wealth and family affairs for the long term.

Our solutions: tailored answers to your questions

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"As a family, what do we want to achieve with our wealth?"

Family Strategy and governance

We guide you in developing a strategy for you and your family and support you in designing and implementing your bespoke family governance. This usually includes a family constitution, family council and other decision-making governance forums. We do so through an establish advisory process including thematic workshops or facilitating family meetings.

UBS Family Strategy Compass

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"How can a family office support us to protect and grow our wealth?”

Family Office

We support you with all your questions around organizing your wealth professionally. From the design to the implementation of a bespoke family office to the review of your current arrangements, taking into account key considerations such as: strategy, scope of activities, location, costs, business model, staffing and governance.

UBS Family Office Compass

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“How can we define a good family investment strategy that supports all of us long-term?”

Family Investment Strategy

Together with our team of specialists, we help you define and implement a long-term investment strategy for you and your family. We help you address critical questions, needs and goals, all the elements of an investment policy statement, plus the strategy’s governance.
 

UBS Family Investment Strategy Compass

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Our UBS Compasses are exclusively available to our clients

Are you ready for your family wealth transfer?

Get in touch to learn more and obtain your copy of our specialized publications around developing a family strategy, establishing a family office and defining a family investment strategy.

What defines our family advisory

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Established two decades ago, UBS Family Advisory has a global reach, and has a unique set of expertise in the industry. The team comprises of more than 20 specialists and senior advisors advising wealthy families around family strategy and governance, family office and family investment strategies.

Established two decades ago, UBS Family Advisory has a global reach, and has a unique set of expertise in the industry. The team comprises of more than 20 senior advisors and specialists advising wealthy families around family strategy and governance, family office and family investment strategies.

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As neutral advisors, we help you navigate, define and establish your family wealth governance. Through a proven best-practice approach, we help to connect your family strategy with a family office, family investment, philanthropy and next generation strategy.

As neutral advisors, we help you navigate, define and establish your family wealth governance. Through a proven best-practice approach, we help to connect your family strategy with a family office, family investment, philanthropy and next generation strategy.

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We review your existing family and family office strategy and governance, helping you to close potential gaps or enhance your setup based on best practices and expert insights.

We review your existing family and family office strategy and governance, helping you to close potential gaps or enhance your setup based on best practices and expert insights.

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We review your existing family and family office strategy and governance, helping you to close potential gaps or enhance your setup based on best practices and expert insights.

You get access to industry-leading publications on family governance family office, and other family legacy topics. Gain in-depth know-how through our global network of specialists and clients.

Our partners

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Wealth Planning

Our Wealth Planning team, together with our network of regional internal and external specialists, works with you in navigating the topics related to wealth structuring

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Art Advisory & Collecting

Our Art Advisory & Collecting team provides impartial advice and execution services to help build, care for and shape the legacy of private and corporate art collections

Learn more
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Global Next Generation Solutions

Our team empowers the next generation with holistic advisory, education, and trusted peer communities to turn uncertainties into opportunities

Learn more
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Philanthropy Advisory

Our advisory services are designed to guide you every step of the way, ensuring your philanthropy aligns with your values and creates a meaningful, lasting impact

Learn more

Ready to start a conversation?

We look forward to speaking with you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

Euromoney 2025 Global best for family office services award