Affluent Families Create Mission Statements to Prevent Disputes and Preserve Wealth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 19 2025
0mins
Source: WSJ
Wealth Preservation: Serial entrepreneur James Harold Webb has implemented strategic investment and estate planning to ensure the preservation of his wealth for his five children, their spouses, and six grandchildren.
Family Mission Statement: Webb organized a family gathering to collaboratively create a mission statement aimed at maintaining family unity and wealth across generations.
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Analyst Views on UBS
Wall Street analysts forecast UBS stock price to rise
11 Analyst Rating
7 Buy
2 Hold
2 Sell
Moderate Buy
Current: 39.740
Low
39.12
Averages
52.09
High
71.73
Current: 39.740
Low
39.12
Averages
52.09
High
71.73
About UBS
UBS Group AG is a Switzerland-based holding company and conducts its operations through UBS AG and its subsidiaries. The company operates as a wealth manager with focused asset management and investment banking capabilities and a capital-light and cash-generative business model. The Company comprises four business divisions: Global Wealth Management, which provides tailored advice and solutions to its clients around the globe; Personal & Corporate Banking division provides comprehensive financial products and services to private, corporate and institutional clients in Switzerland; Asset Management division offers investment capabilities and styles across all traditional and alternative asset classes, as well as advisory support to institutions; Investment Bank provides investment advice, financial solutions and capital markets access to institutional, corporate and wealth management clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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