At Uncastillo, we believe there is a better way to secure your family’s wealth and legacy. It comes in the form of managing your goals, expectations and risks – current and future needs. We know that you have worked hard to ascertain your wealth therefore we are highly passionate about making sure it evolves, grows and is successfully transferred from generation to generation. Over the past few decades, Uncastillo Family Office has had the privilege to be a trusted adviser to many of Europe’s high and ultra-high net worth families and investors. Through years of experience, we have established ourselves as the partner of choice rather than just a wealth management service provider in the industry. We have taken a disciplined approach to understanding the many challenges high-net-worth individuals and wealthy families face trying to create and protect wealth for many generations to come.
Our wealth advisers are no ordinary financial advisers. They are completely invested in achieving your wealth objectives based on our philosophy – “when you win, we win”. They are all hand-picked as leaders in their respective fields and assessed by the leadership team before joining our team. They all come strongly recommended based on a combination of experience, diversity, cultural fit and results achieved.
Our current investment portfolio is centered around high-end technology and prime real estate. We do not apply a cookie-cutter approach but assess each of our customer’s unique wealth goals and risk appetite before we agree on how to invest their funds. Our current assets under management (AUM) are valued at over $1.5 billion as of Q1 2022, with investments spanning 50 portfolio companies and projects.
So when you choose Uncastillo as your family office or wealth management partner, you can rest assured that we have the will, drive and grit to make sure that your either personal and/or family assets will be protected, expanded and prepared for successful handover to many future generations to come.
See our detailed Services Page for a full list of services and an in depth understanding of how we can help you prosper.
At Uncastillo, we strive to protect and prosper your personal and/or family wealth. We achieve this through:
Our main goal is to make sure that you realize your goals. If we break that down further, they are:
At Uncastillo, we believe that transparency is the lifeblood of our culture because it encapsulates honesty and integrity. By being open, honest, and straightforward our clients, our shareholders, and our company are always aligned and pushing in the same direction.
We solve problems every day by being innovative, adaptable and open-minded. With change being a constant, being an understatement in the wealth management space, we encourage and reward creativity. This has led to a team of like-minded thinkers driven to use creativity to solve everyday challenges.
The famous quote and award-winning book used in the insurance industry by Tom Smith, “If It Is To Be, It’s Up To Me” has become a mantra at Uncastillo for taking and accepting responsibility for everything we do. We use this interchangeably for holding everyone equally accountable for good and bad outcomes.
We know that we function at our best when we work together as a team. We also know that we are in the business of building wealth for our customers. When the two come together it is a no-brainer that when we collaborate, we can do more and achieve more.
Excellence is in our DNA; it is our way of life at Uncastillo. We strive to deliver exceptional performance and outstanding results for our customers and their families in everything we do.
Generally speaking, when an employee shows commitment, they become a valuable asset to a company. At Uncastillo, it goes way beyond this. We are committed to each other and equally committed to meeting our customer’s goals and objectives. It is about being dedicated to the cause for us.
Over the years we have built a dedicated team of professionals eagerly waiting to satisfy your individual and family wealth goals.
All of our consultants are experts in their respective fields so you can rest assured that you will be getting the best, risk profile and due diligence analysis, the best investment and wealth management planning and the best accounting and tax planning advice available in the industry. All our tenured consultants are qualified, certified, and experienced to help you manage the complexities of family and wealth. They possess strong backgrounds in high-yield investing and therefore can service ultra-high net worth individuals, entrepreneurs, families and other investors with ease.
As a leading family office and wealth management company, we spare no expense in ensuring that our employees get the best training in the market, and are always aware of new technology, trends and market developments – nimble and sharp-minded. This gives us the edge over our competitors as we understand that not staying ahead of the curve could be detrimental to our customers.
Put us to the test. We are confident that we will not disappoint you or the generations that follow.