Family Office
Family Office Services
Our extensive experience combined with a broad network of external specialists allows us to successfully manage complex situations.
Investment Strategy and Implementation
We offer a comprehensive service that includes the development of investment policies and asset allocation plans, selection of investment managers, and internal portfolio management. Additionally, we continuously monitor liquid and alternative asset classes, seeking an efficient allocation and rebalancing investments as necessary.
Integrated Financial Strategy
We provide integrated and independent support to our clients through our professional service network. Uyana offers a detailed evaluation of professional service costs, banking analyses and negotiations, and coordinates advisors to optimize financial management.
Client Information Management
We consolidate financial assets through detailed net worth reports and offer robust solutions for legal structures, leveraging advanced data systems.