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Family Office

Effective planning for your family and your wealth

UFG Wealth Management clients work and live at the epicenter of dynamic and ever-changing business environments. We recognize that, for them, time is as valuable a commodity as any other. The role of a family office is to help make the most of the myriad of investment opportunities you encounter by simplifying the management process. We streamline your personal wealth management, putting our diverse team of legal and financial experts at your disposal to craft appropriate strategies for the investment of your available funds. We identify and create the optimal legal structure of ownership of your assets, and monitor the on-going efficient and effective management of your assets. Our approach takes into consideration not only your family's needs today, but also projects the right course of action for future generations to come. We take into account your own family's level of hands-on involvement in the day-to-day operations of your businesses. For active managers and beneficiaries alike, UFG Wealth Management is adept at providing customized solutions to save your family time and money.

Our primary aim is to safeguard and grow your family's wealth.

Trusted, multi-disciplined consultants, able to provide a results-driven approach to your family's changing needs.

  • Expert, creative and personalized responses to your family's individual questions, concerns, and issues.
  • Astute, objective, and professional analysis to support you in making the decisions that are right for your family.
  • Strategic management of your family's assets.
  • Consolidated coordination of legal, audit, and other consultants involved in your family's wealth management: ensuring that all parties work together to achieve your family's long-term objectives.
  • Effective preservation and growth of your family's wealth.
Family Office
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