Economics of structuring a family office
Examines the financial costs and benefits of a family office.
Ultra high net worth (UHNW) individuals and families frequently seek guidance from their trusted advisors about the possible benefits of setting up a family office to manage their wealth. The family may need a coordinated enterprise to carry out the administrative needs of numerous stakeholders while maintaining the wealth creator’s vision and philosophy of how the family’s wealth should be deployed. To this end, the family may consider creating a family office to manage the family’s wealth while nurturing the family’s identity and values across a wide range of areas, such as wealth management, wealth transfer, philanthropy and family governance.
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The information on this page and in the attached document is provided for informational and educational purposes only. It should be used solely for the purposes of discussion with your UBS Financial Advisor and your independent consideration. UBS does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action.
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UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.
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