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

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

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

Latest News

Luxembourg Tax Update

The Luxembourg’s Finance Minister announced, on the 17th of July 2024, a series of tax measures for businesses and residents, aimed at strengthening Luxembourg’s competitiveness. Said changes are expected to be applicable as of the beginning of the 2025 tax year.

Opportunities and challenges for Latin American families

Migrating from one country to another is not only a big personal step, but it also requires professional planning.

Current Mexican Tax trends

On August 28, we had the pleasure of hosting a breakfast seminar at our office in Zurich, Switzerland, featuring Abril Rodriguez Esparza, International Tax Services Partner, EY Mexico, as the keynote speaker.

Brazilian Tax changes & Strategies for International Families

On August 27, Juliana Cardoso, a Brazilian tax lawyer and founder of JC Abogados from São Paulo, Brazil, gave a presentation to an exclusive audience of professionals in Zurich, focusing on recent changes in the tax treatment of international investments due to the tax reform implemented in Brazil this year.

Introducing the next generation to the concept of wealth management

At UMA Wealth, we understand the importance of adopting a holistic approach to family wealth from the earliest stages of formal education. We have designed a simple and interactive program for those transitioning to college and university, as well as recent graduates, to introduce the next generation to the concept of wealth management.

UMA WEALTH Step Mexico 2024

UMA Wealth was present on the last STEP México annual conference June 2024, Bringing all knowledge on AI (Artificial Intelligence) on private wealth,…

Strengthening the Family Enterprise to shape the future

Alvaro Becerra, CEO and Partner of UMA Wealth Group participated as speaker at the event ‘’Strengthening the Family Enterprise to shape the future’’ organised by FOX, Family Office Exchange.

Asset Protection and Multi-Jurisdictional Diversification with GERALDA KRAL

Bridgeford hosted podcast number 40! With David Warren which interviews returning guest Geralda Kral, Managing Director at UMA Wealth Group, and new guest Michael Donev, Esq., Private Banking…

UMA Wealth Group has moved into new offices

The UMA Wealth Group has moved into new offices in different locations to maximize our customer experience. UMA SWISS AG (SWITZERLAND)…

Uma Wealth (Switzerland) AG Joins global elite with WealthBriefing Award

Leading wealth management industry participant, UMA Wealth (Switzerland) AG has been selected as a winner in the ‘Management Consultancy’ category at…