Unique & tailored
services to meet
our clients’ needs

The UMA Group of companies (`UMA Group`) is a private client, family wealth consultancy group, which also offers bespoke corporate and fund structuring team. A boutique services group specialized in offering professional wealth consulting and wealth planning, including trust, fiduciary, operational, and governance structuring services to private clients and the investment community.

we are uma

Unique
Mindful
Assured

We strongly believe that all clients and families we serve are unique and are entitled to our personal and dedicated attention. Our logo is indicative of our approach, and just like a fingerprint, our services are unique, and tailored to meet our clients’ requirements.

We are mindful of the responsibility involved in supporting our clients in reaching their objectives.

As a team of experienced, knowledgeable, and international professionals, we understand the challenges you, your family and your corporate organization face, and we aim to solve them for you. We are assured that we can turn the issues you may encounter into meaningful opportunities.

Our Services

Cross-border
wealth planning services

Trust and
estate planning

Trust
protector services

our values & goals

At UMA, we work closely with our clients and their advisers to fully understand our clients’ and their families’ circumstances and their requirements.

Only by working together can we ensure that our clients’ requirements are met.

Our Team

Geralda Kral, LLM, TEP

UMA Swiss AG Managing Director & UMA Group Partner

Álvaro Becerra

Chief Executive Officer / Founding Partner

Fabio Mastrosimone

Partner & Managing Director

Álvaro Becerra

Chief Executive Officer / Founding Partner

Geralda Kral, LLM, TEP

UMA Swiss AG Managing Director & UMA Group Partner

Fabio Mastrosimone

Managing Director, UMA Wealth (Luxembourg) S.à r.l

Celebrating our
first five years

Latest News

UMA Wealth Luxembourg team at the DKV Marathon

Our UMA Wealth Team at the DKV Urban Marathon in Luxembourg! This past weekend, we had the incredible opportunity to participate…

Breaking Barriers: Women in Finance and Leadership

A Merit-Based Approach to Success Earlier this month, UMA Wealth (Switzerland) AG achieved a significant milestone by winning the WealthBriefing Swiss…