Without the need to sustain withdrawals, regardless of market conditions, the Legacy strategy has an inherently higher capacity for risk than the Liquidity strategy or Longevity strategy resources.

Families with generational wealth often rely on nontraditional assets to preserve their financial stability over decades.

Legacy. strategies that UBS Financial Services Inc. and our Financial ... All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary.