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Financial administration, family finance

We keep the family finance in order

We consolidate all data regarding assets and operations for effective and transparent management
Cashflow monitoring

We consolidate information about assets and finances (business, investments and personal) in a convenient format, coordinate payment transactions and provide transparent reporting.

​​For effective management of financial flows we:
prepare the financial plans/budgets and monitor their execution
coordinate cash flows and create liquidity plans
monitor personal and corporate business accounts
arrange keeping of financial documents
arrange storage of financial records.
Family finance management

We take care of family bookkeeping: track all incomes and expenses, plan expenses and draw up a budget. We control current expenses and prepare final accounts. We collect the best bank offers, open accounts and assist in obtaining credit cards

UFG WM - among the Wealth Managers leaders

UFG Wealth Management received recognition in the category "Outstanding wealth management service by a multi-family office" by Private Banking Innovation Awards 2021
How we work

We provide the highest level of confidentiality

We collect all information for client’s convenience

We offer ways to optimize expenses

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Our experts

Diana Kalyaeva

Diana Kalyaeva

Partner, Head of Multi-family Office
Nikolay Vargasov

Nikolay Vargasov

Partner
Nadezhda Vorobyova

Nadezhda Vorobyova

Head of Finance administration services

Full control over your finances is our responsibility

Get in touchFinancial administration, family financeFinancial administration, family finance
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