UFG WM

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About Us

UFG WM was established in 2005. For more than 15 years, the company’s experts have been helping to preserve, effectively manage, and grow wealth. We provide investment, legal, tax and consulting services, thinking strategically, and assessing how today’s decisions will affect the achievement of the client’s goals and the future of their family.

Our team consists of lawyers, tax specialists, financial experts and we can provide truly comprehensive advice and assistance.

Our experts are highly ranked by international rankings (The Legal500, Chambers&Partners, BestLawyers) and certified (STEP, Society of Trust and Estate Practitioners; ACCA, CFA, CPIM).

Stay connected with us:
– UFG WM https://www.ufgwm.com

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Company Overview

  • Founded: 2005
  • Company Size: 51-200
  • Industry: Financial Services
  • Specialties: Structured Assets and Capital, Investment Consulting, Financial Administration, Succession Planning, Real Estate, Tax Planning, Portfolio management, corporate law, and international private law