• Care for the people who matter most

    Craft a wealth plan that protects you, your loved ones and future generations with financial advice that’s tailored to your goals.

  • Plan for a wealthy future

    Master disruption with an investment portfolio built and adjusted to help minimize risks and maximize opportunities for your wealth.

  • Don’t leave retirement to chance

    Whether retirement’s just around the corner or a long way down the road, plan now for the life you want when you’ve stepped back from work.

  • Your legacy: here today, here tomorrow.

    For wealth that’s set to last, create a plan that preserves your assets, looks after your family and respects your values.

Create the life you want

Whatever stage of life you’re at, we can master the details of the opportunities and challenges you and your family face, and craft solutions tailored to your unique goals.

Planning ahead
Whatever your situation, it’s good to start planning if you want to ensure your family is well taken care of during your lifetime and beyond.

Next generation
With great wealth comes great responsibility. While there’s no defined age at which you should involve your children in the activities of your family enterprise, it’s important to prepare your children early enough for their roles and responsibilities.

Ownership and management
Clearly defining your family’s wealth and considering how the assets should best be owned and managed can help to create harmony. Set clear goals and objectives, based on your family’s values and priorities, and ideally agreed upon by all family members.

Family constitution
A solid family constitution can help ensure your family remains successful and wealthy over several generations. It supports the creation of a clear family strategy and governance of your wealth.

Global mobility
Many families have become truly global, with members spread across the world. This can create an undesirable tax footprint in certain jurisdictions. Be aware of the implications for yourself, your family, and your business.

Investment risks
Diversify across asset classes, sectors and geographies, and review your portfolio to minimize risks to your wealth and provide the liquidity you need to live well.

Define your goals
Set out your short-, medium-, and long-term goals. Who depends on you financially? What portion of your wealth do you want to pass on? And how can you achieve your life’s vision?

Organize your finances
Plan for life after work with a clear view of your annual budget and what you own and owe. A clear picture of your current situation and your goals can help you ensure you’ll have what you need, when you need it.

Revisit your plan
Circumstances change. So, revisit your plan from time to time. For instance, if you decide to live in another country, you’ll need to analyze all factors that could affect your plans.

Your assets
Mapping your wealth and its components is the first step toward an effective succession plan. But documenting your legacy may not be as easy as it sounds.

Tackling complexity
Legal and tax rules can limit your freedom to dispose of your assets as you please. Succession planning is a holistic process spanning the changing nature of your specific circumstances and personal preferences.

Your beneficiaries
Identify who you want your heirs to be and decide what you wish to leave to whom. Avoid future family strife with a succession plan that’s perceived as fair by all beneficiaries.

 

Arrange a consultation

As a leading and truly global wealth manager, we focus on helping you get more out of life and your wealth – from planning your finances to providing individual solutions.

Get more from your wealth

At UBS, wealth management isn’t just one thing we do, it’s who we are. Here’s a taster of how we can help you achieve your goals.

UBS ManageTM – our flagship investment solution

Define your investment and risk criteria in our delegation solution UBS ManageTM that we follow when managing your assets. Our experts do the rest.

Set your parameters

UBS My Way – you choose, we take care of the rest

Working with your advisor, put together your personal portfolio from around 80 different investment modules, including sustainable investments.

Build your portfolio

Insights – keeping you informed

Get fresh perspectives on the topics that matter most to you and your wealth from our Chief Investment Office experts around the world and on the ground in Singapore.

Filter the noise

UBS: a global leader to match your ambitions

Wondering about the best place for your money? We’d like to recommend the World’s Best Bank – as judged by leading financial news provider Euromoney.