For Family Offices Complex needs, global expertise

Families are by their nature diverse, with priorities that change over time. Whether you’re a beneficial owner or the CEO of a Family Office, we help you make decisions based on your current needs and long-term financial goals. Bringing together our wealth management, asset management and investment banking solutions in one place. Giving you a truly integrated service and customized solutions to preserve and grow your family’s wealth.

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, we help you meet your objectives.

Knowledge empowers. Drawing on expertise from right across our global organization, UBS provides timely, up-to-date and appropriate advice to enable you to make informed investment decisions. Dedicated in-house teams focus fully on ensuring you always have the big picture combined with the strategic advice most relevant to your individual situation.

Our solutions for:

Core holdings

  • Corporate finance advisory/industry knowledge
  • Buy and sell side M&A execution
  • Equity/debt capital markets (IPOs,Block trades)
  • Structured equity/financing
  • Hedging/risk management

Liquid holdings

  • Institutional sales coverage (EQ,FI,FX,derivatives)
  • Institutional trading tools 
  • OTC derivatives/tailored SP
  • Institutional asset management for specific asset classes
  • Hedge fund advisory 
  • Prime brokerage and managed accounts
  • Research

Long-term holdings

  • Private placements/matchmaking
  • "Anchor investments" in IPOs
  • Private equity fund advisory
  • Real estate fund advisory
  • Art and numismatics

Overlay strategies

  • Wealth planning, family advisory and philanthropy
  • Integrated custody and reporting 
  • Risk management and asset allocation
  • FX & leverage

Benchmark your Family Office

Discover how your Family Office compares and how the marketplace is behaving with the help of The Global Family Office Report.