Preserving Assets across Generations
Preserving Assets across Generations
What is «risk»? There are dozens of ways to measure investment risk, from standard deviation and «valued at risk» to maximum drawdown and the «ulcer index».
Harmonizing your life goals with your finances in the long run
Harmonizing your life goals with your finances in the long run
Our investment concept links your current situation with your short- and long-term life goals. Wealth way comprises three key stratergies: Liquidity, Longevity, Legacy.
The Wealth Way consulting approach at glance
The Wealth Way consulting approach at glance
The next years
4 Years – Life Time
Now – Beyond your Timeline
LIQUIDITY
LIQUIDITY
To help provide cash flow for short-term expenses
To maintain your lifestyle
To maintain your lifestyle
The first strategy ensures that you always have enough liquidity to maintain your current lifestyle.
- Entertainment and vacations
- Tax payments
- Purchase of real estate
LONGEVITY
LONGEVITY
Designed to cover your need in the long term
To improve your lifestyle
To improve your lifestyle
The second strategy is about protecting and preserving your wealth in the long term. This includes all the assets that you possess.
- Retirement
- Expenses for health and long-term care
- Purchase of a second home
LEGACY
LEGACY
For needs that go beyond your own
To improve the lives of others
To improve the lives of others
The third strategy is about deciding how much wealth you want to set aside for others – now and in the future.
- Gifts for your family
- Philanthropy
- Wealth transfer to future generations
The benefits of Wealth Way
The benefits of Wealth Way
Focus on your needs
Focus on your needs
Together we find out what’s important to you and what this means for your wealth.
Individual investment concept
Individual investment concept
Define the correct investment strategy to suit your lifestyle and the market environment.
Expertise
Expertise
You can count on our many years of experience – our experts are always on hand to help 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.
UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
