Family advisory services

Your family wealth is precious, and we want to ensure that it can withstand the test of time. To help you manage your wealth across generations, UBS Family Advisory will develop and implement a bespoke and sustainable strategy for your family.

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Your benefits

With our global coverage, we help you develop a plan and offer advice tailored to your needs. We can also support you in developing a family governance structure or family office, and with setting up decision-making bodies such as a family council or investment advisory board.

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It's important to have open discussions about your long-term family wealth objectives. We can assist with running family meetings or moderating educational sessions, thematic workshops and best practice sharing sessions that provide opportunities for the next generation to acquire skills and inspiration for their future.

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We can review and conduct gap analyses of your existing arrangements, benchmarking against known best practices and global research.

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You get access to industry leading research and publications on family offices, family businesses, next generation issues and other legacy topics. Gain in-depth know-how through our network of family offices and attend events to connect, exchange and share ideas on family wealth with like-minded people.

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Our family advisory solutions

Family governance advisory

We will help you implement a family strategy and governance framework. You can also call on our help setting up a family council, philanthropy strategy and ownership structures.

Family office advisory

We will help you design a suitable platform for your family or review your current arrangements. We can also help you define a risk-management framework.

Family business advisory

Effective family business governance can give you a competitive edge. We will advise you on best practice advice and help you establish the right family business governance framework.

Setting up your Family Office in Singapore

Gateway to Asia and emerging markets. Conducive regulatory and tax environment. Highly skilled and talented workforce. These are some compelling reasons to kickstart your family office journey in Singapore. As a global financial centre that is politically stable and technologically advanced, Singapore is a fertile ground to grow your family’s wealth.

Tax Incentive Scheme for Funds

Variable Capital Company (VCC)

We’d like to meet you

We understand your financial and personal goals and aspirations and deliver personalized solutions for your investments, your business, your family and yourself. Get in touch to discuss with one of our advisors on how best we can help you achieve your goals.