Who we are

At Family Office & UHNW, we are a team of dedicated professionals who specialize in serving investors with institutional needs, family offices, entrepreneurs, and ultra high net worth individuals. We understand the unique financial requirements and goals of our clients, and we are committed to providing personalized and comprehensive solutions to help them achieve their objectives.

Our team consists of experienced wealth management advisors, investment specialists, and financial planners who have a deep understanding of the global financial markets. We have the expertise and resources to offer a wide range of products and services tailored to the specific needs of each client. With a focus on innovation, integrity, and excellence, we strive to build long-term relationships based on trust and mutual success.

What we Do

At Family Office & UHNW, we offer a comprehensive suite of wealth management services designed to meet the complex needs of our clients. Whether you are looking to grow and preserve your wealth, plan for your financial future, or navigate the challenges of managing a family office, we have the expertise and resources to help you succeed.

Our services include investment management, financial planning, estate planning, tax optimization, risk management, and philanthropic advisory. We work closely with each client to develop customized strategies that align with their goals and values. By leveraging our global network and industry insights, we can provide access to unique investment opportunities and sophisticated solutions that are tailored to your specific needs.

Why you should use us

There are several reasons why you should choose Family Office & UHNW as your trusted financial partner. First and foremost, we have a proven track record of delivering results for our clients. Our team of experts has years of experience in the industry and is dedicated to providing top-tier service and support.

Additionally, our firm is committed to transparency, integrity, and client confidentiality. We prioritize open communication and collaboration with our clients to ensure that their needs are met and their expectations are exceeded. We take the time to understand your unique situation and develop strategies that are aligned with your goals and values.

Furthermore, as part of UBS Global, we have access to a vast network of resources, research, and expertise that allows us to stay at the forefront of the industry. We continuously monitor market trends and regulatory changes to provide you with timely insights and recommendations that can help you make informed decisions about your financial future.

What can you ask?

• How can you help me grow and preserve my wealth?
• What investment strategies do you recommend for ultra high net worth individuals?
• How do you approach estate planning for family offices?
• Can you provide examples of tax optimization strategies you have implemented for clients?
• What philanthropic advisory services do you offer?
• How do you stay informed about global market trends and opportunities?
• Do you have experience working with entrepreneurs in specific industries?