UBS Family Advisory & Family Office Services
Is this your brand? Claim it — free, and takes a minute with your work email.
Overview
Tagline Brand's website · 2026-10-04
Deep history and exclusive focus on UHNW clients and family offices, access to global UBS resources (including investment bank and senior leadership), specialized expertise of Family Office Consultants (FOCs) with institutional investing backgrounds, highly customized investment portfolios, and integrated institutional-level business solutions for family enterprises.
Description Brand's website · 2026-10-04
UBS Family Advisory & Family Office Services, operating as The Family Office Group within UBS Private Wealth Management, provides comprehensive wealth management and advisory services to multigenerational families, entrepreneurs, and family offices. They offer expertise in investment management, family governance, business transition, estate planning, philanthropy, and financial education, leveraging the global resources of UBS to preserve wealth and create continuity for sophisticated ultra high net worth clients.
Offerings
Core capabilities Brand's website · 2026-10-04
- Customized investment advisory programs (discretionary and nondiscretionary)
- family governance solutions
- business transition services
- estate planning strategies
- wealth transfer strategies and vehicles
- charitable giving strategies
- financial literacy programs for next generations
- business succession planning
- family foundation considerations
- financing and advisory solutions for real estate
- art collections
- aircraft
- hedge fund portfolios
- and securities backed lending.
Pricing Brand's website · 2026-10-04
Not explicitly mentioned, likely fee-based on assets under management or advisory fees.
Audience
Target industry Brand's website · 2026-10-04
Multigenerational families, entrepreneurs, family offices, and sophisticated ultra high net worth (UHNW) clients.
Is this your business?
The information above is publicly sourced — assembled by Optimly from UBS Family Advisory & Family Office Services's website and public pages.
Claim this profile to publish your own verified Business Profile and speak for UBS Family Advisory & Family Office Services across the index.
Claim UBS Family Advisory & Family Office Services — free →Page last updated 2026-10-04.