UBS Family Office Quarterly
Third edition 2026
See articles and conversations with specialists from UBS as well as leading experts from across the industry. Explore insights for the multiple dimensions of starting and managing a family office.
Highlights
Highlights
- 01
Election watch 2026
What to expect from the midterm elections – from UBS CIO
- 02
Trends in philanthropy
Family offices are redefining their role in driving meaningful change – from UBS Family Advisory and Philanthropy Services
- 03
Selling art at auction
Understanding the auction system is critical when selling artworks – from UBS Art Advisory
- 04
AI for family offices
Using AI as an operating model for scalable growth – from Automated Data Inc.
- 05
Family office experience not required
“Family office experience” may screen out some of the best talent available – from Spidel Burnfin
- 06
Navigating uncertainty
The widening range of risks family offices face and practical steps to take – podcast excerpt
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Miss the last Quarterly?
Miss the last Quarterly?
Why broad diversification is key to capturing AI-driven value. How governance can help resolve conflict and support the smooth transition of a family vacation home. How structuring debt so the interest is deductible can potentially reduce borrowing costs. A new levered long-short strategy offers distinct advantages over typical tax-aware strategies such as direct indexing. How accounting can become a strategic asset rather than a back-office burden. AI adoption highlights the need for diligence in hiring for smaller family office teams. How families and family offices today are navigating change and the $124 trillion transfer of wealth over the next few decades.
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