UMA Wealth is a unique, boutique, professional services group. Our logo is indicative of our approach – like a fingerprint, our consultancy is tailored to your requirements and every solution is unique.
Our primary focus is on assisting clients in protecting and structuring their global assets and the organized transfer to future generations, in addition to the development and maintenance of the family’s overall governance structure. We assure constant synergy with our clients’ specialised advisors and the maintenance of already established and trusted professional relationships. We aim for efficient coordination as the key element amongst lawyers, financial advisors and other wealth servicing specialists when addressing compliance and clients’ financial planning goals.
Our services:
- Consulting services on cross-border wealth planning
- Trust and estate planning
- Global Family Office services
- Governance Services
For more detail information visit our homepage: www.umawealth.com
Company Details
- Employees
- 15
- Founded
- -
- Address
- Neugasse 12, Zug,zg 6300,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- umawealth.com
- Keywords
- consulting, planning, structuring, Trustee Services, Protector Services, Directorship, Governance, concierge.
- HQ
- Zug, ZG
Uma Wealth Questions
Uma Wealth's website is umawealth.com
Uma Wealth's LinkedIn profile is https://ch.linkedin.com/company/uma-wealth
Uma Wealth has
15 employees.
View email and phone details for 15
employees at Uma Wealth.
Uma Wealth's industry is
Financial Services
Uma Wealth's top competitors are
Academy & Finance Sa,
Primus Wealth,
Dr Asset Planning,
Vistra,
Uma Wealth (Luxembourg),
Sophós Advisors,
Brown Brothers Harriman,
Tmf Group,
Amicorp Group,
Alpadis.
Uma Wealth's categories are Financial Services
Uma Wealth's founding year is 2018
