Passion and purpose

Helping define and preserve your family and philanthropic legacies

What do you want your family to stand for? Where do your passions lie? What money values do you wish to communicate to the rising generations? When it comes to growing, preserving and passing on your wealth, so many questions come to mind. At Family Office Partners, we can help you find the answers.

To us, sustaining family wealth is as much about passion and purpose as it is about preservation. That’s why we strive to understand what matters most to you and help you design and implement a plan that reflects your vision and your values. Together, we can help bring your family’s legacy and charitable goals to life.

Lasting legacy

Sustaining family values

While financial assets are important, they do not wholly define and sustain a family across generations. Our team helps you create an enduring family legacy by providing opportunities and resources that prepare the rising generations to take the reins and become sound stewards of the family assets and values.

Working with our Family and Philanthropy Advisory group we can then:

  • Design and facilitate productive family meetings
  • Help you transform family values into a shared family vision
  • Create engaging financial education sessions
  • Promote a meaningful intergenerational dialogue about what really matters

Engaging in family governance
We can help you develop a family strategy and governance framework (e.g, a family constitution, family council or other family boards). We also provide assistance through checklists and best practice sharing, and encourage open communication and discussion of important family wealth transition topics.

Managing intergenerational wealth
One of the keys to a family flourishing, especially amid significant wealth, is giving and receiving wisely. We work closely with all members of your family to understand their unique priorities and concerns and develop an individualized approach to address their goals in context of the entire family.

Purposeful philanthropy

Identifying your strategy

We offer private philanthropy advisory sessions that can help you reach sound decisions about your charitable ambitions. This includes everything from deciding where to begin and how to give, to scaling your efforts and measuring your impact. Whatever your intentions, needs and expectations, our tested advisory approach will ensure that your philanthropy is both personal and rewarding.

Our recommendations may include:

  • Donor-advised funds
  • Private foundations
  • Charitable trusts
  • Gifting

Connecting with the philanthropic community
The Global Philanthropists Community is an exclusive member’s only network supported by UBS. It is designed to connect active philanthropists with similar interests through its private online portal and dedicated gatherings. As a member of the community, you will be able to collaborate and share ideas with other philanthropists to drive greater impact.

An exclusive opportunity:
The UBS Optimus Foundation

The UBS Optimus Foundation makes us unique in the financial industry. Only UBS has a foundation that is staffed by leading experts in philanthropy and has a client offering designed to deliver measurable, long-term benefits to the world’s most vulnerable children. Our Foundation focuses on programs with the potential to be transformative, scalable and sustainable in the areas of child health, education and protection. With our global coverage and deep understanding of the world of philanthropy, our team can work with you to transform good ideas into great programs that can help change the world, one child at a time.

The UBS Optimus Foundation is a grant-making foundation that helps UBS clients use their wealth to drive positive social change for children. It connects clients with inspiring entrepreneurs, new technologies, and proven models that help bridge a gap preventing children from surviving and thriving. The foundation selects programs that improve children’s health, education and protection, ones that have the potential to be transformative, scalable and sustainable. And because UBS covers all the administrative costs, 100% of all donations go to support program partners, including research and development activities that benefit children.

Family advisory insights

Philanthropy insights