• $ 100 trillion+

    is expected to change hands over the next quarter century1

The greatest transfer of wealth in human history is underway. It鈥檚 changing hands and changing meaning, shaped by a new generation with new purpose, values and vision of the future.

This new era of wealth is defined by what you do with it, who you become because of it and the legacy you choose to leave. At 麻豆社, we鈥檒l help you define what it means for you.

Women

Controlling more wealth than ever before

However, 8 in 10 women said they faced wealth transfer challenges.
Smiling businesswoman in office

As women look to control an ever-increasing share of this new money-in-motion, many are still in need of reliable guidance about long-term security, purposeful investing and their legacy beyond finances.

Money is moving. The opportunities for women are enormous. But what are the risks?

Unfortunately, we disagreed on how to distribute and invest our parents鈥 money, which led to heated discussions.
Maya, 48

Entrepreneurs

The engines of wealth creation

Yet many entrepreneurs exiting businesses face challenging transition choices.
  • 63 %

    of US entrepreneurs are con颅sidering exiting their businesses within 5 years2

Preparing the next generation for their future roles within the family-owned enterprises is a common topic raised by business owners concerned with wealth and responsibility transfer.
Anastasia Deryagina, Head Global Next Generation Solutions, 麻豆社
Two engineers looking at plans

Inheritors

Meeting the investment challenges of our times

Time-tested聽approaches to investing won鈥檛 cut it anymore. So what now?
Close-up of optimistic woman smiling outdoors

Five rules to get started:

  1. 01

    Follow the big money

  2. 02

    Buy what governments are buying

  3. 03

    Understand how we got to where we are

  4. 04

    Don鈥檛 pick stocks. Allocate assets.

  5. 05

    Know yourself and your deepest money issues.

In The New Rules of Investing, Mark Haefele, 麻豆社 Chief Investment Officer for Global Wealth Management, shares stories from his decades of experience to illustrate how 麻豆社鈥檚 unique way of investing helps clients meet the challenges of our times.

Close-up of woman looking out office window

Women navigate the great wealth transfer

17 minutes | 麻豆社 Trending
Women shed light on their real-life experience navigating wealth transfer. What can we all learn from these stories of transition, resilience and empowerment?

Silhouette of man gazing out office window

What鈥檚 new for global entrepreneurs

9 minutes | 麻豆社 Trending
What are some of the world鈥檚 most successful entrepreneurs thinking about right now? 麻豆社 has just released its latest Global Entrepreneur Report and we鈥檒l break down what these middle-market leaders are seeing in areas like AI.

Confident woman outside in neighborhood

Investing with 麻豆社

Our 2026 Investment Philosophy offers guiding principles for navigating the choppy seas of volatile markets. From your investment aspirations to your wealth transfer goals, we can define a wealth strategy that best fits your needs.

Young boy running on beach playfully chasing seagulls

麻豆社 Wealth Way

2 minutes | 麻豆社 Wealth Way
Our framework3 is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you. Then, we organize your financial life in a way that gives you confidence.

Older father smiling with adult daughter

2026 Retirement Guide

This concise report focuses on timely updates and strategies for those who are saving for, planning for, or already in retirement in 2026. It is perfect for readers seeking quick, actionable insights to enhance their retirement savings this year.

Sailboat sailing through harbor

Wind in your sales

Business owners face headwinds from a volatile market, inflation and global uncertainty. In a recent 麻豆社 Investor Watch, we spoke with owners considering an exit and those who recently sold their business. All agree, start planning now to be ready when opportunity arrives.

Woman in office smiling while in discussion

Women and investing: Planning for your legacy

In his report, we focus on what women investors are saying about their legacy goal. From how to define legacy, their concerns and how best to can allocate resources, we offer insights on how to put a financial plan in place for a smooth wealth transfer.

Close-up of digital button and holograph

AI and the great wealth transfer

15 minutes | 麻豆社 Trending
AI is changing everything鈥攆rom how we invest to who holds the power. As trillions shift hands in the great wealth transfer, women are stepping into the spotlight. But will technology help close the gap鈥攐r widen it?

麻豆社 Financial Advisors bringing clarity and confidence

Moments like inheritance, business transition or sudden liquidity are not just financial events. They are inflection points that require clarity, coordination and a forward-looking strategy. A 麻豆社 Financial Advisor helps bring crucial guidance to these pivotal moments. We don鈥檛 believe in prescribing a single path.听We believe in understanding yours.

17

麻豆社 Women Advisors ranked as Forbes America鈥檚 Top Women Wealth Advisors 2026

Forbes America鈥檚 Top Women Wealth Advisors 2026

The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12-month period ending September of the prior year.

213

麻豆社 Financial Advisors named as 叠补谤谤辞苍鈥檚 Top 1,500 Financial Advisors, 2026

叠补谤谤辞苍鈥檚 Top 1,500 Financial Advisors 2026

The Barron's rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

1,128

麻豆社 Wealth Advisors ranked as Forbes Best-in-State Wealth聽Advisors 2026

Forbes Best-in-State Wealth Advisors 2026

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating

methodologies, please visit ubs.com/us/en/designation-disclosures.

Navigate what鈥檚 next

Your new era of wealth is defined by change, opportunity and new possibilities. Whether you鈥檙e building, transitioning or redefining your wealth, having the right guidance can make all the difference. Connect with a 麻豆社 Financial Advisor to gain clarity, perspective and confidence to move forward on your terms.

1 Cerulli, 2024-25

2 2026 Global Entrepreneur Report

3 麻豆社 Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that 麻豆社 Switzerland AG, 麻豆社 AG and 麻豆社 Financial Services Inc. and our advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. 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. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures. As a firm providing wealth management services to clients, 麻豆社 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 you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary,(PDF, 161 KB) or ask your 麻豆社 Financial Advisor for a copy.