Our team of experienced advisors will work with you to develop a customized investment plan that aligns with your financial objectives and risk tolerance, diversifying between real estate, venture capital, and alternative investments.
We offer comprehensive tax planning and management services to help you minimize your tax burden and maximize your wealth.
We provide comprehensive estate planning services to help our clients protect and preserve their wealth for future generations. Our advisors work closely with our clients to develop customized estate plans that minimize tax liability, ensure asset protection, and provide for their heirs.
We work closely with our clients to develop philanthropic strategies that align with their values and support causes that are important to them. We offer a range of philanthropic planning services, including donor-advised funds, charitable trusts, and other charitable giving strategies.
We offer a range of family office services designed to simplify our clients' lives and provide them with peace of mind. These include concierge services, bill payment and financial administration, and family governance and education.
We offer insurance planning services to help our clients protect their wealth and manage risk effectively. Our advisors work closely with our clients to identify their insurance needs and develop customized solutions that meet their specific goals and objectives.
At UCG, we understand the importance of real estate investments in a well- diversified investment portfolio. Real estate investments offer a unique combination of long-term appreciation, steady cash flow, and tax benefits that can help our clients build wealth and protect their assets.
Our real estate investing services include:
Property Selection and Due Diligence: We conduct extensive research and due diligence on potential properties to identify the best investment opportunities for our clients.
Acquisition and Disposition: Our team manages the acquisition and disposition of real estate assets, negotiating purchase agreements, overseeing inspections, and managing the closing process.
Property Management: We offer property management services to ensure that our clients' real estate assets are well-maintained and generate steady cash flow.
At UCG, we understand the importance of venture capital investments in a well- diversified investment portfolio. Venture capital investments offer a unique combination of high-risk, high reward opportunities that can help our clients build wealth and support innovation and entrepreneurship.
Our venture capital services include:
Deal Sourcing and Due Diligence: We conduct extensive research and due diligence on potential investment opportunities to identify the best deals for our clients.
Investment Structuring and Negotiation: Our team, manages the investment structuring and negotiation process, ensuring that our clients' investments are structured in the most advantageous way.
Portfolio Management: We offer portfolio management services to ensure that our clients' venture capital investments are well-managed and generate optimal returns.
At UCG, we understand that securing financing for unique and complex transactions can be challenging. That's why we offer a range of special lending services designed to help our clients navigate complex financial transactions and secure the financing they need.
Our lending services include:
Structured Financing: We offer structured financing solutions tailored to meet the needs of our clients, including complex financing structures for real estate, private equity, and other alternative asset classes.
Bridge Financing: We offer bridge financing solutions to help our clients bridge the gap between short-term funding needs and long-term financing solutions.
Mezzanine Financing: We offer mezzanine financing solutions to help our clients secure financing for acquisitions and other transactions.
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