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.
UFG Wealth Management's administration services include:
- Consolidation, monitoring, and accounting of all cross-border cash flows.
- 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.
|
|
