Luxembourg Tax Update

Luxembourg Tax Update
September 6, 2024

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.

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Opportunities and challenges for Latin American families

Opportunities and challenges for Latin American families
September 4, 2024

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

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Current Mexican Tax trends

Current Mexican Tax trends
September 2, 2024

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.

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Brazilian Tax changes & Strategies for International Families

Brazilian Tax changes & Strategies for International Families
August 29, 2024

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.

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Introducing the next generation to the concept of wealth management

Introducing the next generation to the concept of wealth management
August 7, 2024

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.

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UMA WEALTH Step Mexico 2024

UMA WEALTH Step Mexico 2024
July 1, 2024

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

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Strengthening the Family Enterprise to shape the future

Strengthening the Family Enterprise to shape the future
May 24, 2024

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.

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Asset Protection and Multi-Jurisdictional Diversification with GERALDA KRAL

Asset Protection and Multi-Jurisdictional Diversification with GERALDA KRAL
May 21, 2024

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…

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UMA Wealth Group has moved into new offices

UMA Wealth Group has moved into new offices
March 11, 2024

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

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

Uma Wealth (Switzerland) AG Joins global elite with WealthBriefing Award
February 12, 2024

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

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