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

UMA Wealth

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UMA Wealth

Org chart

Teams

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