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Our service

UBS Wealth Planning

My Life.

A masterful composition.

The journey of a thousand miles starts with one step, Laozi* said. But sometimes, this should be a step back, before being able to run forward.

One that will give you enough time to carefully address all of the questions and worries swirling in your mind that may have a serious impact on your wealth.

At UBS Wealth Planning, we can help you address these uncertainties and raise the most important questions in a structured and holistic manner through our full My Life offering.


Petals with description

My Family

Family petal

These are the people who are closest and matter most to you. Have you thought about how to best ensure they are well off, now and for years to come?

My Protection

Protection petal

From geopolitical and financial tensions to a sudden illness or incapacity, the number of risks and disruptive factors is uncountable. What are the things to consider to preserve a sense of security?

My Company

Company petal

Having a company means running a business, adopting a structure, paying taxes, growing and expanding, preserving your wealth, ensuring continuity, and being curious about what others do. Let’s have a look at what these factors mean and how they can be addressed.

My Taxes

Tax petal

Taxes are a certainty and they are omnipresent. This may sound scary, but let’s make things simple and see how you can factor these aspects into your decisions.

My Retirement

Retirement petal

We all dream of the things we’ll do when we are retired. But is your wealth adequately structured and have you planned sufficiently to ensure you will have the retirement you always envisioned?

My Succession

Succession petal

The greatest transfer of wealth in history is happening as we speak. It is more than just a simple transfer: It is a holistic transition, driven by a multitude of key components and parameters. How about you? Are you ready to hand the baton over to the generation in this once-in-a-lifetime relay race, for a win-win result?

Listen to our podcast on women and succession planning

Women and Succession Planning

11:01

Click here if you want to find out more