We help families who have built successful businesses and attained significant wealth to secure their legacy with a well thought out plan that protects, grows and transfers wealth.
Starting from a deep understanding of who and what matters to you most, we help you achieve your goals beyond investing specifically in the areas of wealth structuring, efficient after-tax wealth accumulation and long-term planning for succession. During your life and for generations to come.
Ensure smooth and efficient wealth transfer to your intended loved ones
Create sufficient liquidity for to meet potential liabilities relating to estates
Avoid surprises and potential disputes for your family
Thinking ahead prepares you for life's surprises. Here are six questions to help you get started:
What's the current and future personal and financial situations, and capabilities of my family and loved ones?
Who should benefit from my estate? When and for how long?
What type of assets is my wealth comprised of?
Are there any foreseeable liquidity needs?
Where are my assets situated? What is the tax residency of my intended beneficiaries?
What are the various taxes and legal obligations affecting gifts, inheritance, and wealth?
Our service includes:
- Strategic wealth planning: Growing, protecting and transferring your wealth.
- Liquidity solutions: Meeting your financial needs with life insurance solutions.
- Succession planning: Advising you on drawing up succession plans.
- Wealth planning products: Including insurance referral services and trusts.
We’d like to meet you
We’d like to meet you
UBS Wealth Management is proud to serve individuals and their families with over USD 2 million in investable assets. Get in touch to discuss with one of our advisors how best we can help you achieve your goals.
