UBP says family office model gains appeal as wealth management grows more complex

• Union Bancaire Privee outlined a family office-led wealth strategy in a VSV-ASG interview, positioning it as a response to rising complexity.
• Management described a three-step method: understand family objectives, structure governance, orchestrate execution through investments with internal and external specialists.
• Governance rollouts start with confidential questionnaires, followed by one-to-one meetings, then a family workshop before formal rules are set.
• Wealth planning was framed as the backbone of strategy, aligning succession structures with tax and inheritance constraints to match family aims.
• The model targets decision-heavy events such as liquidity events, inheritances, business disposals, or family changes to reduce inconsistency and improve clarity.

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