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Assets and Wealth Structuring

Wealth structuring for an effective management and enduring legacy

Comprehensive solutions for capital protection and growth
Analysis and structuring of assets

UFG WM team comprises legal, tax, financial and investments experts with extensive experience of working with the UHNWIs and wealth structuring issues. We provide comprehensive advice in relation to wealth protection, create family governance framework to ensure both routine and strategic decisions are consistent with the agreed objectives of the family and comply with the legislation. We develop and implement succession planning solutions for families

To preserve and grow wealth we:
analyze current assets and structures, discuss plans and investment objectives of the client
prepare the long-term plans for wealth management and preservation
advise on legal, tax and administration issues related to personal ownership structures (discretionary trusts, private foundations, close-ended investment funds, etc)
assist in establishing of Russian and foreign ownership structures
monitor legislation changes to ensure legal and tax compliance of the client and his family, as well the client’s corporate structure
assist with proper structuring of transactions with liquid assets, luxury items, art, real estate, yachts and aircrafts around the world
assist with administration of structures
Health check of structures

We also conduct health checks of existing structures established for asset protection and succession planning. We check whether the assets are correctly structured in different jurisdictions, examine tax aspects of transactions and operations, advise on necessary changes. We propose and implement changes to structures, amend relevant documents and assist with choosing providers, such as trustees, directors and jurisdictions (if necessary)

UFG Wealth Management was ranked by Chambers High Net Worth 2021 among Leading HNW professionals worldwide

We use best global practices and engage reliable partners
How we work

We provide an integrated approach

We provide turnkey solutions

We act solely in our clients’ interests

Our team speaks Russian, English, French, Spanish, German, Turkish and Greek
UFG WM experts are members of Society of Trust and Estate Practitioners

Our experts

Diana Kalyaeva

Diana Kalyaeva

Partner, Head of Multi-family Office
Nikolay Vargasov

Nikolay Vargasov

Partner
Asya Andreeva

Asya Andreeva

Director, Head of Legal
Irina Pushkina

Irina Pushkina

Head of Tax
Baina Bursluginova

Baina Bursluginova

Сounsel
Ilya Kheifets

Ilya Kheifets

Tax lawyer
Anastasia Kiseleva

Anastasia Kiseleva

Lawyer

We guarantee confidentiality and best expertise

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Learn more about our expertise