Business lifecycle-based planning
Goal oriented approach
Unitatis Plan™
Holistic Financial Planning approach integrated with
- Financial management
- Business ownership
- Retirement planning
- Estate planning
- Tax Strategy
- Risk management
- Assets allocation
to achieve true financial well-being. See details.
Unitatis Signature Services
Marriage and Divorce Financial Analysis
The financial consequences of divorce can be devastating. However, with the help of expert in proper divorce financial planning and financially equitable divorce settlements, you can increase the chances of arriving at a settlement that fully addresses your long-term financial needs. We are here to provide valuable information on financial issues that are related to the marriage or divorce，determine the short-term and long-term financial impacts of any proposed divorce settlement, thereby to approach a settlement that fully addresses the financial needs and capabilities.
Unitatis Signature Services
Cross Border Estate Planning and Overseas Trust
In an ever-changing world we believe that everyone has the right to safe haven to protect and preserve their family’s financial future. The process of dealing with global wealth and receiving an overseas inheritance are complex. Unitatis work with professionals in the global financial markets and custodians in your chosen investment jurisdiction to protect and preserve your wealth and guide you through the entire process, will ensure you receive your inheritance in a timely fashion and pay the minimun taxes.
Our Values
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Clients FIRST
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Integrity
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Professionalism
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Collaboration
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Happy Life
About Fees – 100% Transparency
As a fee-based financial planning firm, we will inform you about all the fees and charges that we are paid by you or other financial institutions.
If you have any question, please contact our team members.
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