Expert Wealth Management: Tailored Strategies for UHNW Individuals by UBS

Reimagining the Power of Investing

Connecting People for a Better World

Your Path to Wealth Management with UBS

Navigating complex financial landscapes can feel like a maze filled with uncertnties. As ultra-high net worth UHNW individuals, you understand that transitioning wealth requires expert guidance and thoughtful planning. At UBS, our Advanced Planning Group is here to offer insights and intellectual capital tlored specifically for your needs.

Our team comprises professionals who bring years of experience as former practicing estate planners and tax attorneys. This expertise allows us to provide personalized strategies med at mitigating taxes while maximizing the transfer of wealth to family members or charitable causes that hold meaning for you.

Core Expertise

1. Estate Planning Strategies: We help structure your legacy with thoughtful plans designed to meet both legal requirements and personal desires.

2. Income Tax Planning: Understanding how tax obligations can impact your wealth is crucial. Our advisors are adept at navigating strategies that reduce tax liabilities.

3. Family Governance and Succession: Ensuring the smooth transfer of wealth and business ownership to future generations requires careful planning. We provide guidance on governance structures that promote continuity and prosperity.

4. Charitable Giving: We explore ways to incorporate philanthropy into your financial plan, aligning giving with your values while potentially reducing taxes.

Educational Guidance

Our commitment goes beyond simply providing services; we also equip you with knowledge through publications such as white papers, guides, videos, and podcasts. These resources are designed specifically for UHNW clients and family offices to deepen understanding of planning topics relevant to wealth management.

Navigating the Complexities of Taxation and Estate Planning

1. Changing State of Residence: We provide a comprehensive look at how changing your state of residence can impact income taxes and estate plans, ensuring compliance while maximizing benefits.

2. Domicile Change: Understanding domicile rules is crucial for tax purposes. Our team offers insights on how changes in residency status might affect your financial strategy.

Diverse Services Offered

• Investment Advisory Services: As SEC-registered investment advisors, we tlor strategies to meet your unique goals and risk profiles.

• Brokerage Services: Operating as an SEC-registered broker-dealer, we facilitate transactions with transparency and competitive pricing.

Stay Informed About Your Finances With UBS

We believe in fostering trust through clear communication. That's why you'll have access to comprehensive documents like client relationship summaries that outline the nature of our services and agreements related to products or services offered.

Important Information for Non-U.S. Investors

When navigating financial decisions across international borders, it's essential to understand specific regulations applicable to your location. We provide tlored guidance based on local laws.

Personalized Experience at UBS

Our personalized approach ensures that you receive advice most suited to your unique circumstances. As part of our commitment to transparency and customization:

1. Country and Language Customization: Your website experience will be optimized according to your specific region.

2. Relevant Information Quick Access: Streamlining access to information that matters most to you saves time and enhances decision-making.

Privacy Settings

We understand the importance of protecting personal data, offering the flexibility to manage cookie preferences on our site at any time through a dedicated section accessible at the bottom of every page.

Stay Ahead with UBS: Your Partner in Wealth Management

As your trusted advisor, UBS is committed to guiding you through each step of wealth management with clarity and foresight. Whether it's strategizing for legacy planning or navigating complex taxation issues, we're here to ensure that your financial journey aligns with your aspirations.

Explore our services today and take the first step towards a more secure future.
This article is reproduced from: https://www.ubs.com/us/en/wealth-management/our-solutions/private-wealth-management/advanced-planning.html

Please indicate when reprinting from: https://www.be91.com/Trust_products/UBS_WealthManagement_Solutions.html