For the many dimensions of your life, we carefully select specialized service providers ideally suited to your lifestyle and professional needs. Complementing our own services, we curate these providers as part of our commitment to bring you the resources you need for all you wish to accomplish.

Colleagues working together in office
Smiling businesswoman in meeting
Senior man listening to music with headphones

  • Committed to excellence

    Our Network of specialized professional firms reflects our commitment to providing you with services and advice of the highest quality. 

  • Carefully vetted

    Each firm that becomes part of our Professional Network has been carefully considered with the utmost care, and many have been part of the Network for over 10 years. 

  • Your life simplified

    The breadth of services available to you both from UBS and from this Network help streamline the important details of your life—so you have more time to enjoy what matters most to you.

Life, leisure and luxury

Services designed to complement your unique pursuits and enhance the experiences that matter most to you.

Elite travel and luxury lifestyle

couple relaxing on deck of luxury tropical villa overlooking ocean

Personal travel and 24/7 concierge consultants can arrange customized domestic and international itineraries with white glove service no matter how complex.

  • Arrange and procure tickets and luxury goods
  • Secure exclusive experiences and restaurant reservations

Private aviation

Interior of a business / private jet

Tailored solutions for discerning travelers, including end-to-end coordination for seamless, secure and efficient air travel experiences.

  • Charter: on-demand customized planning by plane, jet or helicopter
  • Consulting: Strategic advisory firms to help assess your private aviation needs

Yachting

Luxury yacht sailing at sea

Full-service providers to help with purchasing, building and chartering luxury yachts in addition to on-site yacht management.

  • Ownership and chartering services
  • Itinerary planning and crew coordination
  • Regulatory compliance and operational logistics

Private health and medical advisory

Doctor discussing with woman

Personalized support across a broad spectrum of healthcare needs. These offerings are designed to help you and your family navigate complex medical situations with confidence.

  • Access to leading specialists
  • Healthcare Concierge: assistance with private care logistics, proactive health planning, second opinions, navigating health insurance, and ongoing care management
  • Emergency medicine

Real estate

Woman walking on luxury home showcase exterior patio at sunset

Services and expertise for commercial and residential real estate needs aligned with your family’s broader financial and lifestyle goals.

  • Sourcing and evaluating
  • Coordinating transactions
  • Managing logistics

Fine art and collectibles

Man looking at painting

Specialized services to support individuals and family offices with the detailed and practical aspects of building, managing, and planning for fine art and other valuable collections.

  • Appraisal/valuation
  • Insurance
  • Shipping/storage/logistics
  • Art law and structuring
  • Registrar services and inventory management
  • Museum and exhibition strategy

A memorable birthday

The head of a family business was looking to celebrate his 80th birthday by gathering his family for a special retreat in Greece. To maximize their time together, he wanted to charter a private jet. By tapping into our Professional Network, he was able to make this trip even more memorable with a chartered private jet experience.

Note: The case studies presented are provided as an illustration and may not be representative of the experience of other clients. There is no guarantee of the future success of any of the strategies discussed.

Real estate agent talking to family

Technology, administration and risk solutions

Gain comprehensive support for the operational and administrative aspects of managing complex wealth with precision.
Businesswoman checking financial data on digital tablet
Businesswoman sharing tablet with colleague

High profile security

The owner of several sports teams was concerned about privacy for him and his family on social media and across the internet. Working with our Professional Network he enlisted the help of a firm that could enhance his cyber security. He gained confidence by not only addressing current security concerns, but also by putting ongoing monitoring in place to help his technology stay ahead of cyber threats.

Executive operations and strategic support

Gain access to sophisticated providers focused on the unique needs of multigenerational families and family offices. 
Business partners using digital tablet

Strategic family office design

Aid in the design of new or evolving family offices, recruitment and development of specialized staff, guidance on competitive compensation structures, and comprehensive administrative support to help ensure smooth day-to-day operations.

  • Administration
  • Compensation
  • Design
  • Staffing
Women meeting at a desk

Household operations and executive support

Recruiting and placement of trusted professionals, from estate managers to personal assistants to domestic staff.

  • Placement, hiring and training
  • Service provider assessment
Senior father and daughter reading book together

Caring for an aging loved one at home

A family was faced with the need to provide high level care to an aging loved one. With concerns around privacy and security, finding the right fit was paramount for at-home care for an ailing family member. Through our Professional Network, they were able to secure expert nursing services to provide ongoing care at home. The family appreciated the confidence they gained working with a trustworthy, carefully vetted firm.

Note: The case studies presented are provided as an illustration and may not be representative of the experience of other clients. There is no guarantee of the future success of any of the strategies discussed.

Family and philanthropy consulting

Comprehensive support to create lasting impact through strategic philanthropy, multi-generational wealth and legacy planning, family storytelling and historical preservation.

Purposeful family engagement

Smiling grandparents seated together at dining room table during celebration

Comprehensive services and guidance for complex family dynamics, succession planning for family enterprises, wealth preservation and legacy creation.

  • Family dynamics
  • Family business continuity and succession
  • Wealth and legacy
  • Wealth counseling

Family historians

Advisor showing and discussing some info with her clients

Services to help families create and preserve generational storytelling and legacies.

  • Research assistance
  • Archival organization
  • Curated documentation
  • Memory preservation through family and corporate biographies, memoirs, movies and documentaries

Philanthropy services

Business meeting with client and advisor

Robust frameworks and detailed analyses to align philanthropic initiatives with values and goals.

  • Philanthropic strategies and solutions
  • Nonprofit due diligence and selection
  • Governance
  • Metrics and evaluation
  • Impact assessments and research

Private foundation management

Senior man talking to advisor

Strategic guidance, administrative support, and compliance oversight to help families and individuals achieve their philanthropic goals with confidence and clarity.

  • Grants management
  • Filing 990PF forms
  • Foundation governance and administration
Multigenerational family walking on beach

Passing on a legacy of memories

During a period of transitioning the family business from its original founders, a family wanted to capture the story of the idea of the business and how it first developed. They were able to tap into our Professional Network to enlist the help of a firm devoted to helping families capture rich traditions of family stories and the values that form the basis of a family business. The family now has a legacy memorialized in both book and video formats that generations can enjoy for years to come.

Note: The case studies presented are provided as an illustration and may not be representative of the experience of other clients. There is no guarantee of the future success of any of the strategies discussed.

Let’s start a conversation

We invite you to get in touch with us to learn more about the breadth of services available to you as a UBS Private Wealth Management client.

About Family Office Solutions

UBS Family Office Solutions, a team of specialists that exclusively works with ultra-high net worth families and family offices. The team helps clients navigate the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures, and passions and interests. Having this expertise under one roof allows for integration and layering of services across the UBS ecosystem, delivering a personalized, holistic experience.

UBS-FS is not affiliated with the third-party service providers (“Providers”) included in the Professional Network (“Network”) and listed in this document. 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.

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.

Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS Group AG.

5058032 Expiration: 1/20/2027