SERVICE
Multi Family Office
Advice and management of individual and family assets in the hands of experts.
Our experience
UNE is made up of a multidisciplinary and experienced team whose members have led the largest companies in the country in the administration of pension funds and mutual funds.
In financial assets managed in pension funds
In mutual funds
In structuring of financial products
As a team, we have
Our value proposition is based on a team with extensive experience in the financial sector and investment banking, offering a very personalized and close service. We seek to establish long-term relationships, consolidating trust as a fundamental pillar of our service.
We want to give our clients peace of mind by letting their portfolio be managed by experts.
Services and solutions
Advice on family wealth management
Advice on investment portfolios
We help you invest your money according to your interests, on the best platforms in the world.
How do we do it?
- We evaluate your risk profile and your investment objectives to define an appropriate strategy.
- We propose an investment portfolio aligned with your needs and objectives, optimizing profitability, costs and tax efficiency.
- We constantly monitor the portfolio and we implement tactical movements according to market conditions.
- We report quarterly on results, perspectives and next steps for meeting the portfolio's objectives.
Family planning and succession
We help you design the best structures to ensure a harmonious family succession, promoting family unity.
This includes:
- Financial planning
- Succession planning
- Advice on governance of family directories and design of family protocols
- Fiduciary/Trust structure design
Advice to evaluate private investment projects
Advice on evaluation of investment proposals to invest in a project, company or venture.
Advice on tax costs and efficiency
We advise you under a cost efficiency approach to your portfolio.
