Firm / Organisation

UFG Wealth Management

Current View:

This content is provided by UFG Wealth Management.

Number of partners: 3
Number of lawyers: 7
Languages: English, Russian

Firm Overview:
UFG Wealth Management was founded in 2005. UFG Wealth Management was one of the first independent Russia-located family offices, and today UFG WM remains the largest and most experienced multi-family office in Eastern Europe, being responsible for its solutions.

Throughout the years, UFG Wealth Management gained an outstanding reputation for providing tailored investment, legal, and financial solutions for its clients not only in Russia but throughout numerous jurisdictions and financial centers abroad. UFG Wealth Management provides legal, investment and real-estate services for UHWVI and HNWI, and manages private and institutional capital through licensed investment funds. Total assets under management of the group exceed $1,4 billion.

Main Areas of Practice:
Accountants & Tax Advisors
Compliance
Commercial Real-Estate
Financial Services
Family Office
Immigration
Inheritance
Investment Funds
Legal & Tax Services
Property & Facility Management
Portfolio Management
Private Client
Private Equity
Private Wealth Law
Real-Estate Investment
Wealth Management
Wills, Trusts & Tax

UFG Wealth Management provides legal, investment and real-estate services for UHWVI and HNWI. UFG Wealth Management business expertise includes the following:
■ Wealth structuring and asset protection – setup, management and protection of private asset structures, divorce and pre/ post-nuptial agreements
■ Tax planning – all facets of Russian and international tax planning issues, including changes of tax residency
■ Succession and inheritance – devise of succession strategies and implement them through wills, trusts and foundations, advise families on passing on family businesses and assets to the next generations
■ Migration – comprehensive immigration consulting and support for the actual relocation
■ Transactions – sale, acquisition and restructuring of the business and personal assets

Other Services:
■ Real Estate – turnkey solutions for commercial Real Estate investments covering transaction advisory, asset and portfolio management, fund management, full structuring advice, development and implementation of complex investment strategies, debt financing advisory and other disruptive solutions
■ Finance services – financial administration, opening of any investment, operating and broker’s accounts with banks in Europe, Asia, Near East, America, coordination of the preparation of financial statements and audit, assistance in the obtainment of mortgage/credit with international banks
■ Portfolio management – bespoke portfolio management approach adaptable to client’s level of involvement in managing investments, investment consultations on risk profile determination and investment strategy selection based on UFG Wealth Management extensive experience in managing investments worldwide

Offices:
Russia
Legenda Tsvetnogo
2, Tsvetnoy blvd,
127051, Moscow
Tel.: +7 495 664 70 70
[email protected]

Cyprus
82 Akropoleos Avenue, 1st Floor,
2012 Akropolis, Nicosia
Tel.: +357 22 107 242
Fax: +357 22 450 775
[email protected]

Luxembourg
25A, Boulevard Royal
L-2449 Luxembourg
Tel.: +352 26 631 420
[email protected]