Family Office Services
Reach your full potential with UBS Family Office Services
The first step in the process is creating your financial foundation. Our partners at UBS Family Office Services provide a highly specialized global team dedicated to collaborating with you and your business advisor to build this foundation. We are equipped not only to address various aspects of global wealth management but also to swiftly and efficiently access and implement solutions.
Minimize estate taxes, plan for unique family
assets, and structure family wealth transfer to
protect and support your next generation.
Advanced Estate & Trust Planning
Personalized reports allow a clear view of your
financial picture.
Customized Reporting
Prepare and manage all of your cash needs.
Cash Flow & Management
Tracking and recording income and expenses,
scheduling bill payments, & helping you to stay on top of personal financial obligations.
Bill Pay & Bookkeeping
A customized portfolio built for your unique
needs with access to direct and alternative
investments.
Investment Management & Private
Investments
Tax strategies that optimize your income,
investment, and businesses.
Income Tax Strategies
Access to unique global concierge services.
Lifestyle & Concierge
Define and execute your giving goals and your
mission.