Wealth planning
We help families who have built successful businesses and attained significant wealth to secure their legacy with a well thought out plan that protects, grows and transfers wealth.
Starting from a deep understanding of who and what matters to you most, we help you achieve your goals beyond investing specifically in the areas of wealth structuring, efficient after-tax wealth accumulation and long-term planning for succession. During your life and for generations to come.
Why should you start wealth planning?
Ensure smooth and efficient wealth transfer to your intended loved ones
Create sufficient liquidity for to meet potential liabilities relating to estates
Avoid surprises and potential disputes for your family
Why choose UBS wealth planning
With decades of experience in wealth planning and financial advice in the region, our UBS wealth planners have the expertise to create a flexible and adaptable plan tailored to your financial goals and aspirations.
Our comprehensive wealth planning and financial planning solutions set us apart. Whether you’re looking to create a succession plan, or need support with financial planning and advice for specific life stages, we’ll address your needs in the best way possible.
Our service
Our service includes:
- Strategic wealth planning: Growing, protecting and transferring your wealth.
- Liquidity solutions: Meeting your financial needs with life insurance solutions.
- Succession planning: Advising you on drawing up succession plans.
- Wealth planning products: Including insurance referral services and trusts.
Your wealth planning benefits at a glance
Sound wealth planning advice
Benefit from an expert analysis of your goals, requirements and overall financial situation. Your advisor will answer your questions and propose appropriate solutions.
Insights and expertise
Our investment products and service experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.
Flexibility
We create wealth solutions based around your specific needs. And if your circumstances or goals change – don’t worry. We’ll work with you to adapt your financial plan.
Strong partnership
As a global wealth manager with over 160 years of banking tradition, we offer you the security and confidence you need to build a long-term successful relationship.
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Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.
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.
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This document is for information purposes only and has no regard to the specific investment, personal succession or wealth planning objectives, financial situations or particular needs of any specific recipient. Any charts and scenarios are for illustrative purposes only. Historical performance or case study is no guarantee for and is not an indication of future performance. No representation or warranty, either express or implied is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the developments referred to in this document.
This document does not constitute and should not be construed as an offer, recommendation or solicitation to conclude a transaction or contract nor should it be treated as an advice. The terms of any transaction or contract for services relating to wealth planning advisory services and possible solutions will be exclusively subject to the detailed provisions, including any risk, tax or legal considerations, contained in the appropriate definitive documentation. Any investment or any other decisions should not be made based solely on this document. Neither UBS AG ("UBS") nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this document.
The general explanations included in this document cannot address your personal wealth planning and/or investment objectives, your financial situation or needs (inter alias, e.g. succession or wealth preservation needs).
As a consequence of constantly and rapidly changing market conditions, the information, data, values and analyses contained in this document can become out of date even after only a short time. UBS is under no obligation to update or keep current the information contained in this document. This document is therefore no substitute for your own assessments and analysis of risks prior to taking any decision.
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Wealth planning advisory services and possible solutions involve legal and tax implications and considerations, including but not limited to disclosure or reporting obligations and compliance with relevant laws and regulations in recipient's or client's home country or other relevant jurisdictions. UBS does not provide any legal or tax advice and does not assume, in general as well as in connection with the circumstances and requirements of any particular client, any liability in respect of the tax treatment for investments or any returns generated by such investments or any liability in respect of the tax or legal implications for wealth planning advisory services and possible solutions. You are therefore recommended, before making any decision, to seek advice from an independent expert on the effects of the investments, wealth planning services or possible solutions referred to, on their economic, legal and fiscal implications and the suitability of specific investment instruments, financial services, wealth planning services or possible solutions, as the case may be.
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