Connections to help your family and legacy flourish

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

At UBS, we believe it’s all about connection. For more than 160 years, we’ve connected multigenerational families and family offices to firmwide experts, thought leaders and premier solutions to create meaningful legacies.

Personalized advice for multigenerational families

Connect to Advisors who understand you

Founders and entrepreneurs

Whether you’re building, acquiring or leaving a business, we help you develop a personalized strategy that addresses a range of objectives, collaborating with experts across UBS globally.

Multigenerational families

From family enterprises to family foundations, you will find the specialized knowledge and understanding of complex family dynamics required to manage wealth spanning many generations.

Family offices

Family offices are as different as the families they serve. We bring deep experience in helping family offices coordinate investment management and planning across family enterprises and philanthropic structures.

Corporate executives

From executing stock options or selling shares within a corporate window, we understand the complexities of executive wealth and offer strategic planning throughout your career and beyond.

Jennifer Gabrielli Head, Ultra High Net Worth Client Solutions UBS Wealth Management Americas
We bring a different level of advice to address every dimension of our clients’ lives—investments, business, passions and legacy.
Jennifer Gabrielli
Head, Ultra High Net Worth Solutions Group
UBS Wealth Management Americas
John Mathews Divisional Director  UBS Private Wealth Management
We serve individuals and families through a consistent and proactive approach that leverages the full range of UBS businesses and resources worldwide.
John Mathews
Head, Private Wealth Management Americas

Customized wealth planning solutions

Connect to solutions that move you forward

Access to specialized knowledge centers

As a UBS Private Wealth Management client, you can tap into our centers of excellence, benefiting from some of the most innovative thinking and solutions available.

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Specialized insights to guide your wealth decisions

Connect with thought leaders who enlighten you

family office quarterly cover

UBS Family Office Quarterly

A new publication features relevant topics to help executives excel and to advance the family office industry.

Exclusive insights, events and networks

Global family office report 2024

Global Family Office Report 2024 

Gain insights from 320 single family offices across seven regions of the world in the largest and most comprehensive analysis of this influential group of investors. 

Art and collecting

Gain guidance to navigate the pitfalls that can arise in building a meaningful art collection of lasting value. 

The power of partnership

    The UBS Optimus Foundation Annual Review highlights how we bring organizations together to develop and scale solutions through blended finance and collaborative philanthropy. 

    Exclusive events and networks

    Connect with people and passions that inspire you through our networks and communities

    Get in touch

    Together, we can help you pursue what’s important