To enter the site, please confirm:

I certify that I am not a citizen of the United States or Canada.

Get in touch

We are always here when you need us
Follow us
By clicking the "Send message” button, I agree that my personal data will be processed for the purpose of finding and hiring candidates for employment, subject to the terms and conditions outlined in the Personal Data Processing Policy
Financial Management, family finances

We keep the family finances in order

We consolidate all asset and business data for effective and transparent management
Cash flow monitoring

We consolidate asset and financial information in a convenient way, coordinate payment transactions, and provide transparent reporting

​​For effective management of financial flows, we:
prepare financial plans/budgets and monitor their implementation
coordinate cash flows and prepare liquidity plans
monitor personal and corporate business accounts
arrange for the storage of financial documents
arrange for the storage of financial records

We take care of the family's accounting: tracking all income and expenses, planning and creating a budget. We control running costs and prepare final accounts. We get the best bank offers and help you open bank accounts

UFG WM is a leading wealth manager

UFG WM has been recognized in the Private Banking Innovation Awards 2021
How we work

We offer the highest level of confidentiality

We collect all information for the client’s convenience

We offer ways to optimize costs

No items found.

We guarantee an individual approach and the best expertise

Financial Management, family financesFinancial Management, family finances
Learn more about our expertise