We cover a wide range of investment and wealth planning solutions and work with our clients to develop unique solutions for them. The approach gives clients access to the services of experienced experts who can help them determine their needs, explore opportunities and develop investment strategies that are right for them.
Each of the offerings is fully tailored to the individual needs of the customer. We pride ourselves on offering innovation as a standard in close collaboration with our customers and experts. Check the services of UBS Global Family Office for family advisory.
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Building and managing a well-functioning family office can be a challenge. To be successful, the right balance must be found between an effective operational structure, adequate risk management, and proper family office management. With its unique family office consulting services, UBP is ideally positioned to support you in this regard.
The consulting process reflects global best practices and has been developed with a particular focus on personalized practice guidelines and clear tips to help you create your own private family office.
The wealth planning specialists work closely with a broad network of tax and law firms to give you access to independent external professional advice and to help you build a family office structure that is right for your family, tailored to your specific needs and goals.
A unique investment approach to enhance your portfolio strategy. The main challenge for wealthy families is the difficulty of achieving targeted profitability in today's public market.