Uncastillo Family Office is a wealth management firm. While we have a global network and the skills to service any market, our business plan seeks to serve families and investors mainly from Europe. This is one of the reasons why we call ourselves a boutique multi-family wealth management firm. But our main reason is that we always strive to deliver a completely personalised service to every one of our customers.
Uncastillo has served High-Net Worth-Individuals (HNWI), and Families for decades. Over the years we have learnt that wealth can deliver freedom to families and HNWI, but with that comes a fair amount of complexity and stress. It does not have to be this way, though. All you need is a well-defined wealth management strategy designed and managed by experts with highly specialized skills.
Not only do we have these skills, expertise and experience – we also understand that every family or wealth owner is different. We, therefore, provide you with wealth management solutions that are meticulously crafted to meet your personal set of needs. We understand that your main objective is to ensure the generational transfer of your wealth, therefore, this remains our key focus too.
We are an independent multi-family office and wealth management firm therefore we are only loyal to you as our customer and not any third-party provider. Starting from the analysis phase, all the advice and input you receive from us is completely impartial and based purely on your short, medium and long-term wealth objectives.
We intend to build a long-standing relationship with all our customers because we understand that leaving a legacy takes time. At the same time, we understand that family-owned businesses and personal wealth are complex conundrums. You have to sustain the lives of your family members for today while growing your wealth for tomorrow. We help you with this balancing act while never losing sight of your tomorrow.