Family offices say their primary goal is to transfer wealth to family members but most are not well-equipped to do that, according to UBS’ latest annual family office report. The primary goals of most ...

Family offices have increased their investments to developed market fixed income by the largest amount seen in five years, according to a new study by UBS. This was among one of the major shifts seen ...

The super-rich are done waiting for the world to settle down. A new report from UBS reveals that 60% of family offices globally say they plan to change their strategic asset allocations over the next ...

Many family offices, like their broader wealth management counterparts, aren't prioritizing the preparation of the next generation of decision-makers for leadership roles. Processing Content That's ...

Family offices are making some of the biggest changes to their asset allocations in years, according to UBS. Specifically, according to Judy Spalthoff, head of the family office solutions group for ...

Comprehensive wealth management Family planning Personal investing Topic of interest * Comprehensive wealth management Family planning Personal investing This communication is issued by UBS and/or its ...