Wealth, to leave a legacy that matters

Invest and plan strategically, so you can make a real difference

How can you create the kind of impact you want? A Legacy strategy can help. It's designed to focus on all the needs beyond your own, including philanthropy or setting up a family office. It also serves as a blueprint for inheritance and estate planning considerations, trust funds and giving your money to others—whether now or in the future. Your legacy is indelibly yours to leave.

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We can help you plan for the life you want

Legacy at a glance

What it's designed to do

Help you plan to have the money you need to help you improve the lives of others

Could include expenses like giving to family, philanthropy and wealth transfer over generations

Potentially include investments with a higher risk profile

Why it matters

Helps you plan beyond your own needs to make a difference for the people and causes you care about

Feel more confident seeking growth because investing is in longer time frames—potentially decades

Can incorporate giving now to make your gifts more tax efficient

What it might include

Philanthropy: Raise your impact locally, nationally and globally

Real estate: See opportunities globally

Life insurance: Protect those you care about

Business equity: Make the most of selling your business

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Explore strategies to cover other stages of your life

Wealth for now Liquidity

To help provide cash flow for short-term expenses—to help maintain your lifestyle

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Wealth for later Longevity

For longer-term needs—to help improve your lifestyle

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Solutions working in your life

Estate planning

Create your legacy strategically

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Insurance and annuities

Plan for a more secure future

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Sustainable investing

Find out why sustainability matters

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Let’s talk

We can help you plan for the life you want

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. Clients should contact their personal tax and/or legal advisors regarding their particular situations.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or  broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Review Code: IS2101994; Exp. date 4/30/2022