Wealth Planning

What does wealth mean to you?

Couple sitting on pier at lake

We understand your wealth is not just made up of numbers. There's a lot more to it than that. That is why we approach the commitment we make to you every single day with a sense of responsibility.

Our goal is not just to invest, protect and grow your wealth over time.

We are committed to establishing a relationship of trust with you that lasts over time, far beyond numbers, data or graphs. 

We want to be always by your side to find answers to your questions, and find tailor-made financial solutions to help you live your life the way you desire. Today, tomorrow and for generations to come.

For decades, we have been partnering with private clients, families and entrepreneurs in Italy

How we’ll will work together

It all starts with getting to know you.

01 You will first meet your Client Advisor, your regular point of contact, who will be ready to guide you in your financial strategy and bring to you the full range of UBS's expertise.

02 You and your Client Advisor will delve deeper into your financial goals and priorities. Your sharing what you to want to accomplish for yourself personally and professionally, and for your family, is essential to working together. It will help us understand your situation and draw upon the relevant expertise from UBS.

03 Then we will share a financial plan tailored for you, and your current circumstances and future plans. The plan will have enough flexibility built into it to make all necessary changes over time.

three colleagues talking with each other

A team dedicated to its your integrated planning needs

The UBS Wealth Planning team is dedicated to your needs of organizing your wealth for now and for the future. Our team, comprising experienced professionals in legal, tax, estate planning and fiduciary administration, is accustomed to meeting clients with significant private assets and collaborating with their trusted professionals (e.g. family offices, lawyers, notaries, accountants).

Our domestic team of experts will be there for you in Italy. You can also enjoy access to our global network of over 170 UBS Wealth Planners who have experience and familiarity with international regulations and procedures.

Our integrated planning solutions, so you're ready at every stage of your life

  • Estate planning
  • Succession planning
  • Business life cycle planning
  • Asset protection and private insurance advice
  • Consulting and other services related to philanthropy
  • Corporate governance and family governance

Your benefits

Expert advice 

Benefit from an in-depth analysis of your goals, needs and overall financial situation. Your Client Advisor and our Wealth Planner will answer your questions and propose suitable solutions.


We create wealth solutions based on your specific needs. And if your circumstances or goals change, you don't have to worry. We will work with you to adjust your financial plan.

Strong partnership 

As a global wealth manager with over 160 years of banking heritage, we give you the security and confidence you need to build a successful long-term relationship.

Insights and expertise

Over 70 UK-based investment products and solutions experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.

Wealth Planning Monitor

The Wealth Planning Monitor is our web platform dedicated to Wealth Planning topics. It regularly hosts articles, reflections and ideas from the professionals we work with.

Suggerimenti pratici per dotarsi di una governance famigliare

Anche in Italia sta emergendo, nel dibattito pubblico, l’opportunità per le famiglie che condividono patrimoni significativi di codificare in un documento condiviso valori, obiettivi e regole di comportamento famigliare.

di Pietro Fioruzzi e Gianluca Russo – Cleary Gottlieb Steen & Hamilton LLP – 3 aprile 2024

Recupero dell’imposta di successione derivante dal disconoscimento delle franchigie di esenzione

L’Agenzia delle Entrate ha recentemente riconosciuto l’abrogazione del coacervo e la conseguente spettanza della franchigia di esenzione da imposta di successione in misura piena, anche in presenza di donazioni precedentemente fatte in vita dal de cuius. Si esaminano di seguito le possibili modalità di recupero dell'imposta versata in eccesso, tenendo conto delle recenti modifiche normative apportate all'istituto dell'autotutela.

di Avv. Filippo Maisto e Avv. Francesco Morra – Studio Maisto e Associati – 6 marzo 2024

Riforma fiscale: nuovi criteri di residenza fiscale per le persone fisiche e le società e impatti sulle holding

La riforma fiscale riscrive dal 2024 gli indici di residenza fiscale per persone fisiche e società. Per le persone fisiche il domicilio diventa il centro degli interessi personali e familiari, viene introdotto il nuovo criterio della presenza fisica nel territorio e l’iscrizione all'anagrafe ammette la prova contraria.

di Avv. Antonio Longo, Partner - DLA Piper – 19 febbraio 2024

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