UBS Family Office Solutions / UBS United States of America

Fourth Quarter 2025

Our latest edition of the UBS Family Office Quarterly features articles and conversations with specialists from UBS as well as leading experts. Explore insights on the multiple dimensions of starting and managing a family office.

Highlights

The AI opportunity: The long and the short of it

Donor-advised funds and private foundations: The best of both worlds

Family office chain reactions: A case study in complex decision-making

Measuring impact: Steps to assess the effectiveness of sustainable and impact investing

Bridging the technology gap: How software is transforming family office operations

Legacy through capital: How family offices are driving impact

From silo to spectrum: How family offices are evolving purposeful capital

Gain industry-leading family office insights

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How are family offices taking a larger role in providing strategic oversight of the family business? What is a useful roadmap to guide decisions around what is fair versus equal in distributing wealth? How can an investment policy statement guide an effective investment program aligned with a family’s value and mission? Should you let your brother- or sister-in-law participate in the family office? Gain these and other insights in the Q3 edition of the UBS Family Office Quarterly.

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