Family advisory

Managing family wealth for the long term

Managing family wealth means addressing important questions.

What’s unique about your family? What’s the purpose of your family's wealth? How do you reach decisions and communicate them? In which way do you pass family values on to the next generation? How can you best manage joint family assets?

We help wealthy individuals and families manage their wealth for the long term. Our global team of experts will help develop and implement a unique and sustainable plan that makes sense for your family.

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Together, we can help you make your family wealth last.

How it works

Family governance

We guide you in developing a family strategy and governance framework (for example, a family constitution, family council or other family board) by facilitating topic-specific family workshops.

Next generation

We assist families with succession planning by sharing best practices and relevant educational information. We also provide access to a community of like-minded peers and offer opportunities for younger generations to develop their interests.

Family office

We support you in designing an effective family support structure and help you to review your current arrangements.

Your benefits

Dedicated specialists

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.

Facilitated dialogue

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.

Unbiased reviews

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

Powerful insights and ideas

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.

Why UBS is your right partner?

With our global and local experience and expertise, top industry rankings and award-winning track record, we're confident that we can help you reach your goals. Our specialists are ready to advise you in various regions across the UK.

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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.