What if I live to 100? Do I have the right plan?
When you love what you do, stepping aside isn‘t easy. But as time goes by, your lifestyle will naturally adjust to a change in priorities. You may want to remain hands on. Take a step back. Or pursue other passions. As time goes by, you might need to reconsider your financial plan.
It’s never too early to start planning for your future. So it's good to know you'll have support from our experts straightaway, helping you create a strong and flexible plan. And as time rolls by, you'll keep receiving advice and solutions to meet your changing needs.
Questions to ask yourself
Questions to ask yourself
To ensure your financial plan is the best it can
be, it pays to start early. But there’s a lot to
think about. Start by asking yourself these three
questions:
What should I consider when planning for
tomorrow?
What should I consider when planning for tomorrow?
Our services embrace all the major milestones
you'll face. These include passing on your wealth
to the next generation, retiring, protecting
yourself and your loved ones, and relocating
somewhere new. You can rely on our wealth planners
as you journey through life.
How can I be sure my wealth will reach the right
people?
How can I be sure my wealth will reach the right people?
We can help protect and transfer your assets
smoothly to the next generation. Succession
planning, secure corporate trustees, and trusts
are just some of the services we provide.
How can I help make the world a better place
while putting my wealth to work?
How can I help make the world a better place while putting my wealth to work?
Our global teams can advise and support you on
every aspect of philanthropy, giving to charities,
and values-based investing. And we'll help you
achieve your philanthropic goals in a financially
rewarding way.
If you want to know more
How can wealth management help?
How can wealth management help?
Very simply, we help you put a plan in place for the future. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.
Our service
Our service
Great investment advice doesn’t exist in a vacuum. Our service takes in to account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.
See more life goals
See more life goals