UBS Family Office Quarterly

Why structural growth opportunities—such as AI, power and resources, and longevity—will play an increasingly important role in equity portfolios. From UBS Chief Investment Office.

How a well-crafted compensation policy can help build trust, accountability and a sustainable foundation for both the business and family. From Business Consulting Resources.

Guidelines for families facing important decisions around transferring wealth to heirs as the Great Wealth Transfer accelerates. From UBS Family Advisory and Philanthropy Services.

How cybersecurity needs to be an ongoing program to protect family offices across both institutional and personal realms. From Annapurna Cybersecurity Advisors, LLC.

The pros, cons and tradeoffs of combining investment strategies among multiple investors or keeping each individual investor’s capital separate. From UBS Family Office Solutions.

Why governance remains one of the most critical—and often undervalued—pillars of family office effectiveness. From Agreus.

Why innovation is a key lens for identifying drivers of wealth creation—an In conversation interview with.John Mathews, Head of Private Wealth Management Americas, and Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas for UBS Global Wealth Management.