Why UBS Family Office Solutions
Building a lasting family legacy takes more than wealth. It takes clarity, structure and trusted support. We bring decades of experience with diverse family situations to help you think through important decisions and tailor strategies to your particular needs.
Whether you’re designing a family office, developing a succession plan, or strengthening family governance, our multidisciplinary team provides specialized advice and services through a holistic, institutional-level experience.
A UBS Advisor can help you build a legacy that lasts generations
Who we work with
Always guided by a deep understanding of what you wish to accomplish, we bring together the expertise you need to make the most of your wealth and plan with confidence for the future.
Our team of specialists works exclusively with families and family offices with a minimum net worth of $50 million across their businesses, family offices, philanthropic structures and interests.
Ultra high net worth families and family offices
We provide advisory and family office services to ultra high net worth families and established single- and multi-family offices, helping you manage every aspect of your wealth with clarity and confidence.
Founders, entrepreneurs and family business owners
We work with business founders, owners and entrepreneurs to navigate every stage of your enterprise journey, offering tailored strategies designed around your personal financial needs and long-term goals.
Corporate, hedge fund, and private equity executives
The demands of running a company can leave little time for personal financial planning. We provide specialized wealth management and investment advisory services to help you maximize and preserve what you have earned.
Clients of significant wealth require tailored and bespoke solutions – we aim to provide the breadth and depth of our subject matter expertise.
Head, Family Office and UHNW Client Services
Our family office solutions
Investments
Access investment management expertise to help you build and manage portfolios across global markets and asset classes, in line with your family’s long-term vision.
• Chief Investment Office
• Structured solutions
• Direct investments
• Alternative investments
• UHNW lending origination
Intelligence
Enjoy greater confidence knowing your family office has the structures and practices that support long-term success. We’ll help you simplify operations, strengthen security, and bring clarity to family office management.
• Cyber security
• Consolidated reporting
• Bill pay, technology and administration.*
Family and passions
Our family office specialists will help you enhance your lifestyle as well as preserve your legacy, connecting your wealth to the values you care about most.
• Lifestyle concierge and commercial real estate
• Succession planning
• Income tax strategies
• Family office design and governance
• Family Office and Philanthropy Services
• Art Advisory
Our client stories
After dedicating their lives to growing their manufacturing business, the owners wanted their children to step confidently into the family legacy while honoring their future goals. With each child’s strengths in mind, the FOS team helped design a leadership plan that balanced business, family, and individual aspirations.
The situation: The owners of a large manufacturing company wanted to prepare their three children to step into leadership roles. Each child had different interests and levels of commitment, creating uncertainty about how to balance leadership, ownership, and family engagement.
The solution: The FOS Team held a series of family meetings and helped the owners develop a succession plan that:
- Defined clear governance and compensation frameworks for family members working in the business
- Created recognition programs for long-serving employees
- Developed a phased succession roadmap that enabled:
- The second oldest son who was most interested to take on greater leadership.
- The oldest daughter who was interested in climate change to help identify and implement ways to reduce the company’s carbon footprint.
- The youngest son who wanted to pursue other interests to hold equity and participate in annual family meetings.
The FOS team continues to advise the family on ownership transition, governance refinement, and other aspects of succession planning
With a successful public offering on the horizon, an owner of a real estate business was looking for strategies to access liquidity while preserving ownership. The FOS team collaborated across UBS to design options that balanced flexibility, growth and personal goals.
The situation: An owner of a successful real estate business planned to take his company public for $1.5 billion with expected personal proceeds of several hundred million dollars. He was looking for a loan collateralized by shares of his company, as he did not want to sell shares in advance of the sale.
The solution: The FOS team collaborated with capital markets, financing and investment specialists across UBS to design an integrated liquidity plan. Together, we were able to:
- Determine a loan strategy against the owner’s stock
- Discuss putting a prepaid variable forward strategy in place after the company has gone public, which could potentially maximize the loan-to-value (LTV) ratio
- Develop two sample portfolios that would maximize liquidity while still providing a return above the cost of the loan funds
The business owner appreciated the problem-solving and choices presented, gaining flexibility and immediate access to funds while retaining his ownership stake. With part of the proceeds, he plans to expand his art collection and attend Art Basel and other global events to broaden his network among collectors.
With most of her wealth concentrated in technology, a top executive faced hidden risks in her portfolio. Working closely with the FOS team, she explored a strategy that diversified her investments over time while supporting her family’s philanthropic interests.
The situation: The executive had built a $200 million portfolio primarily invested in technology, leaving her exposed to concentration risk. With limited time to manage her assets and a growing interest in family philanthropy, she sought guidance on how to diversify without triggering large capital gains taxes.
The solution: The FOS team conducted a detailed portfolio assessment and designed an asset allocation strategy targeting long-term growth and gradual diversification without selling existing positions. In addition, we set up a donor-advised fund (DAF) and supporting trusts that:
- Enabled the family to engage in shared philanthropic initiatives focused on ocean conservation
- Removed assets from the taxable estate into tax-efficient structures for her children
- Allowed the assets to grow tax-free until inherited
The strategy reduced concentrated equity risk, strengthened estate planning, and fulfilled the family’s philanthropic goals. The executive enjoys meeting peers through the UBS Industry Leader Network for ongoing education and strategic insights.
UBS Family Office Quarterly Report
Insights for family office success
Our quarterly publication offers expert perspectives on governance, investment trends, and innovation shaping today’s family offices.
Insights
Other specialized knowledge centers
* UBS-FS is not affiliated with the third-party service providers (“Providers”) included in the Professional Network (“Network”). Inclusion of a Provider in the Network is not a recommendation to engage that Provider, nor is it a business referral of that Provider. In the event a Provider may have a contractual relationship with UBS, such relationship would be entirely separate from and completely unrelated to its inclusion in the Network. UBS-FS (including its officers, directors, employees, agents and affiliates) is not responsible for any loss or damage arising out of the use of any of the Providers.
This material is provided for informational and educational purposes only. Providing you with this information is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned. In addition, the information is current as of the date indicated and is subject to change without notice.
Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.
Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
Approval code: 5231028 Exp. date: 2/29/28
