Planning for a time when you’re no longer around may seem daunting. It doesn’t have to be. We’re here to take the uncertainty out of preparing for the future. All it takes is an open conversation about what you want for your family. Of course, you’ll have questions. But together we can find the answers. And the earlier you start planning, the earlier you’ll be ready.
Questions to ask yourself
It’s a good idea to start early to make your financial plan as effective as possible. But there’s a lot to consider. Begin by asking yourself these three questions:
Am I setting my family up for success?
It’s never too early to talk to your children about money: how it was made, how you should manage it, and why it doesn’t define you. Does your family have the right perspective on wealth?
How do I start the conversation?
It may seem like an uncomfortable topic to discuss. But simply starting to talk through your plans is half the battle. And the more honest you are about how you’d like to
pass on your wealth, the easier the discussion becomes.
How do I want to pass on my wealth?
You want to give your children access to the best opportunities in life. But you also understand that the challenges you faced helped to get you where you are. How do you leave a legacy which serves their best interests?
How can wealth management help?
Very simply, we help you put a wealth plan in place for the future. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.
“Clients often underestimate the need for proper succession planning within the many ways of living together. The current legal framework is only sufficient in very few cases. Planning helps keep things on track, and identify and minimize possible areas of conflict.”
Wealth Planner, UBS Switzerland AG
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.
If you want to know more
Come and see us so we can start working towards your future.
*Dan Gilbert, Professor of Psychology at Harvard University, in a study commissioned by Prudential.
**Family Wealth Transfers Report, Wealth X, 2015