How setting up a trust with UBS may benefit you
Customised trust solutions
We create tailored trusts that align with your priorities and concerns, working closely with your legal and tax advisors to ensure the trust remains effective and up-to-date.
Enduring legacy
A trust can preserve your family's wealth for your children and future generations. Beyond wealth preservation, it can make a positive impact—many trusts are established to support charities or undertake philanthropic initiatives.
Trusts offer a secure framework to safeguard your wealth from uncontrollable events and instability. They enable structured income distribution to beneficiaries, making them particularly valuable for younger children who are not yet financially independent.
Tax efficient
In certain cases, subject to advice from relevant independent tax advisers, tax efficiencies may be created for residents of some countries.
How trusts work and how they are used
How our trust companies work
We operate fully licensed trust companies in Jersey (Channel Islands), the Bahamas, the Cayman Islands, and Singapore. All are UBS subsidiaries, with experienced trust officers based in those locations.
Our trustees manage various asset classes, including cash, securities, structured products, and other bankable assets.
Why choose UBS as your trustee
Holistic advice
UBS has been managing wealth since 1862, with a deep understanding of the holistic aspects of wealth management for clients worldwide.
Expertise
We recognize the importance of building a lasting legacy for your children and future generations, beyond merely growing and preserving wealth. As trustees, we consistently demonstrate trustworthiness and expertise.
Tailored to your needs
We offer comprehensive solutions tailored to your circumstances, including estate planning, charitable trusts, managing trust administration, and protecting family wealth.
Frequently asked questions (FAQs) about trusts
How trust flexibility supports evolving needs
Beneficiaries' needs may change over time, and you, as the settlor, can periodically discuss these needs with the trustee, always keeping in mind the initial terms and purpose of the trust.
In certain jurisdictions, trust law allows the settlor to retain some control, such as appointing and removing trustees and managing the trust's assets. Depending on your goals, however, it may not always be appropriate to retain certain powers.
UBS does not provide tax or legal advice. Consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services, investments or structures.
Risk considerations
Risk considerations
UBS does not provide tax or legal advice. Consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services, investments or structures.
