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Financial Administration and Tax Planning

At UFG Wealth Management, we recognize the importance of providing you with clear, concise, and in-depth reporting of your entire financial situation on a regular basis. We take pride in our consolidated financial reporting, which delivers not only detailed analysis of the performance of your investment strategies, but also a comprehensive overall financial picture, including all your tax implications. We know that an on-going professional review of your family's tax situation is crucial to achieving your long-term goals, and can preserve up to a third of your annual income. For this reason, we retain a highly capable team of tax specialists who are well versed in cross-border tax consulting, tax filing, tax administration, and reporting.

UFG Wealth Management's administration and tax planning services include:

  • Consolidation, monitoring, and accounting of all cross-border cash flows.
  • Tailored tax planning and reporting, on behalf of your family, including filing for all appropriate countries and jurisdictions.
  • Cash flow and expenditure projections, monitoring, and control.
  • Preparation of budgets for your family's investment projects, and effective control to ensure they are adhered to.
  • Support in opening bank accounts and applying for credit cards.
  • Family bookkeeping.
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