UBI Trustee S.A.

WEALTH STRUCTURING

In a changing world that grows more and more unpredictable, wealth protection becomes a priority.

Through its 100% owned UBI Trustee SA, our bank offers Wealth Structuring solutions designed to:

Protect your wealth for the transmission to heirs.

Structure your wealth to satisfy future needs of the family.

Increase the privacy level for a part of your estate.

Allocate part of your wealth to philanthropic initiatives.

Maintain the unity of control for companies or groups involved in the generational transition.

The Wealth Structuring may imply a recourse to complex legal instruments in order to adapt its performance to the increasing complexity of family wealth. For this reason, the choice of a reliable partner with proven experience is essential to achieve the desired result.

OUR APPROACH

Wealth Structuring is a complex but important responsibility. When we talk about your wealth, there are no similar situations, every client has his own story and his own needs. Therefore, we offer only taylor-made solutions and not pre-packaged products.
UBI Trustee provides clients with practical, cost-effective and innovative guidance on all aspects of individual wealth planning, business succession planning, financial planning, asset protection planning, risk management, retirement planning and family counseling.
UBI Trustee acts as counselor - using legal concepts, instruments and entities to achieve clients' personal, family, business and charitable objectives.

OUR PRACTICE

UBI Trustee consults with clients and their/tax legal advisors to determine short and long objectives of asset protection and disposal of wealth, in order to develop and fine-tune their goals and then outline a plan to meet those goals.
UBI Trustee creates flexible estate plans which enable our clients to adapt and respond to unforeseen family and business issues and future economic conditions.
UBI Trustee works with clients' consultants, investment managers, financial planners, life insurance agents, valuation consultants and other professional advisors in order to ensure that the proposed structure appropriately integrates with our clients' overall financial plans.

OUR SERVICES

The services offered by UBI Trustee include:

The analysis of the clients’ wealth and estate current and future needs.

The proposal of an adequate Wealth Structuring plan.

The assistance for the implementation of the proposed plan (including coordination of all parties involved).

The office of Trustee, if the proposed plan involves the creation of a trust. Trusts would in most cases be set up under U.K. law, and they may be registered under some domestic juridictions of other E.U. countries