Exclusive wealth management services for affluent families
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Private Wealth Management
Exclusive wealth management services for affluent families In today’s crowded advisory landscape, it’s rare to find the sophisticated guidance you need to address the full spectrum of your family wealth management needs. Many firms may have leading platforms and tools. But at UBS Private Wealth Management, we have the passion, perspective and, equally important, the time-honored experience of working closely with multiple generations of the world’s wealthiest families as they seek to define and establish their legacy. We look forward to putting our extensive resources to work on your behalf. Our goal is to help you develop a plan that not only preserves the wealth you hope to share for generations to come, but also enhances the footprint you choose to leave on the world.
Neither UBS Financial Services Inc. nor its Financial Advisors provide tax or legal advice. You must consult with your attorney and/or tax advisor regarding your specific situation. Important information about Advisory & Brokerage Services: It is important that you understand the ways in which UBS Financial Services Inc. (UBS) conducts business and the applicable laws and regulations that govern the firm. As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Though there are similarities among these services, the investment advisory programs and brokerage accounts UBS offers are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information, please visit our website at ubs.com/workingwithus.
UBS Financial Services Inc. is a subsidiary of UBS AG. ©2011 UBS Financial Services Inc. All rights reserved. Member SIPC.
FactSht#2_PWM_Family_v3
Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG.
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Articulate your family’s philosophy, values and goals to future generations Family Consulting and Planning Establishing a family legacy is an emotional, often overwhelming task for a family to undertake. We understand how complex this process is and can help you create the framework necessary to negotiate your way through a complicated world. We can assist you with: • Family mission statement—A family mission statement articulates the thoughts, ideals and philosophies of all family members, and identifies core shared values and priorities to help define the family’s specific mission and purpose. • Governance/succession—Family governance involves formulating a strategy so that each family member’s roles and responsibilities are clearly assigned and a formalized process for family decision making is outlined. • Next generation education—Family education teaches the next generation lessons about life and wealth. We can develop customized curricula for the next generation and hold education meetings and conferences.
Integrated Wealth Management We provide the full range of wealth management services and will coordinate with your other advisors on an ongoing basis to make sure that all your needs are addressed from a unified perspective. We will help with: • Philanthropy—We will ensure that your philanthropic strategies reflect your family’s values and vision. • Investment management—Ultra high net worth families need tailored investment solutions that address their highly personalized situations. Through UBS’s Wealth Management, Asset Management and Investment Banking areas, clients have direct access to the firm’s renowned global platform and on-the-ground presence all over the world: –P roducts—alternative investments, including hedge funds, private equity, real estate and commodity investments — Tailor-made discretionary solutions — Single- and multi-asset class portfolio management – Money managers—through Global Asset Management –R esearch and active trading—including OTC sales and trading, and our world-class IB and WM research
• Estate planning and trust services—We have expertise in creating strategies to help coordinate even the most complex transfers of wealth to future generations and other beneficiaries.
• Insurance—We will conduct a thorough review of your life and liability insurance, helping you understand all insurance options and their benefits.
• Tax management—Our sound tax planning process will help you choose the most effective tax strategies for your individual and business needs.
• Liquidity management—We will see that your capital is managed in the most efficient way, so it’s available when you need it.
• Asset protection—We can devise an asset protection plan to not only protect your assets from creditors during your lifetime, but also to protect assets left to a spouse, children and other family members.
Your family Private Wealth Advisor Family of services (virtual family office) Wealth management
Business management
Family management
Administration
• Strategic and tactical asset allocation
• Advice on corporate succession and other corporate events
• Family governance and education
• Custody services
• Succession planning
• Corporate cash management
• Prime brokerage
• Philanthropy
• Reporting (through Advent)
• Direct access to money managers • Implementation through UBS mandates and direct investments • Structuring of investments (e.g., asset pooling, holding structures, liability management)
• Equity compensation services
• Estate planning and wealth transfer • Insurance • Trust administration
• Cash management
Private Wealth Management
Exclusive wealth management services for affluent families In today’s crowded advisory landscape, it’s rare to find the sophisticated guidance you need to address the full spectrum of your family wealth management needs. Many firms may have leading platforms and tools. But at UBS Private Wealth Management, we have the passion, perspective and, equally important, the time-honored experience of working closely with multiple generations of the world’s wealthiest families as they seek to define and establish their legacy. We look forward to putting our extensive resources to work on your behalf. Our goal is to help you develop a plan that not only preserves the wealth you hope to share for generations to come, but also enhances the footprint you choose to leave on the world.
Neither UBS Financial Services Inc. nor its Financial Advisors provide tax or legal advice. You must consult with your attorney and/or tax advisor regarding your specific situation. Important information about Advisory & Brokerage Services: It is important that you understand the ways in which UBS Financial Services Inc. (UBS) conducts business and the applicable laws and regulations that govern the firm. As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Though there are similarities among these services, the investment advisory programs and brokerage accounts UBS offers are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information, please visit our website at ubs.com/workingwithus.
UBS Financial Services Inc. is a subsidiary of UBS AG. ©2011 UBS Financial Services Inc. All rights reserved. Member SIPC.
FactSht#2_PWM_Family_v3
Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG.
ab
�
Articulate your family’s philosophy, values and goals to future generations Family Consulting and Planning Establishing a family legacy is an emotional, often overwhelming task for a family to undertake. We understand how complex this process is and can help you create the framework necessary to negotiate your way through a complicated world. We can assist you with: • Family mission statement—A family mission statement articulates the thoughts, ideals and philosophies of all family members, and identifies core shared values and priorities to help define the family’s specific mission and purpose. • Governance/succession—Family governance involves formulating a strategy so that each family member’s roles and responsibilities are clearly assigned and a formalized process for family decision making is outlined. • Next generation education—Family education teaches the next generation lessons about life and wealth. We can develop customized curricula for the next generation and hold education meetings and conferences.
Integrated Wealth Management We provide the full range of wealth management services and will coordinate with your other advisors on an ongoing basis to make sure that all your needs are addressed from a unified perspective. We will help with: • Philanthropy—We will ensure that your philanthropic strategies reflect your family’s values and vision. • Investment management—Ultra high net worth families need tailored investment solutions that address their highly personalized situations. Through UBS’s Wealth Management, Asset Management and Investment Banking areas, clients have direct access to the firm’s renowned global platform and on-the-ground presence all over the world: –P roducts—alternative investments, including hedge funds, private equity, real estate and commodity investments — Tailor-made discretionary solutions — Single- and multi-asset class portfolio management – Money managers—through Global Asset Management –R esearch and active trading—including OTC sales and trading, and our world-class IB and WM research
• Estate planning and trust services—We have expertise in creating strategies to help coordinate even the most complex transfers of wealth to future generations and other beneficiaries.
• Insurance—We will conduct a thorough review of your life and liability insurance, helping you understand all insurance options and their benefits.
• Tax management—Our sound tax planning process will help you choose the most effective tax strategies for your individual and business needs.
• Liquidity management—We will see that your capital is managed in the most efficient way, so it’s available when you need it.
• Asset protection—We can devise an asset protection plan to not only protect your assets from creditors during your lifetime, but also to protect assets left to a spouse, children and other family members.
Your family Private Wealth Advisor Family of services (virtual family office) Wealth management
Business management
Family management
Administration
• Strategic and tactical asset allocation
• Advice on corporate succession and other corporate events
• Family governance and education
• Custody services
• Succession planning
• Corporate cash management
• Prime brokerage
• Philanthropy
• Reporting (through Advent)
• Direct access to money managers • Implementation through UBS mandates and direct investments • Structuring of investments (e.g., asset pooling, holding structures, liability management)
• Equity compensation services
• Estate planning and wealth transfer • Insurance • Trust administration
• Cash management
