Wealth planning

Life changes and so do your wishes and goals. We take this into account for your financial, tax, succession and retirement planning.

We’d like to discuss the following topics with you

  • Does your asset structure make sense in relation to your needs?
  • What is your situation regarding your income, expenditure and liabilities?
  • Is there any leeway for tax optimization?
  • Have you already thought about retirement planning, and how you’re affected by marital property and inheritance laws?

At UBS, we respond to these needs through its Wealth Planning service with experienced professionals ready to cooperate, if necessary, with his trusted professional ( accountant, notary , lawyer ... ) .

  • Optimization of its capital structure
  • Discipline and governance of family relationships
  • Estate planning
  • Wealth planning
  • Retirement and insurance planning