Specialized wealth management insights

¹ This guide focuses on the tax rules that apply to collectors. These rules often differ from the rules that apply to artists. In addition, this guide uses the term “bequest” in the colloquial sense—referring to a transfer upon death—rather than its strict legal sense.

Securities-backed loans, mortgages and deposit products are available from UBS Bank USA – Member, FDIC. NMLS no. 947868. UBS Bank USA is a subsidiary of UBS Group AG.

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. 

Expiration: 2/29/2024 Review Code: IS2300943