Our Offers

Here at United Tax Consulting Limited, We believe that we are different from most of the organizations in our field. Many of our competitors eschew a comprehensive service in order to sell investments products, whereas we believe that delivering solutions based solely on the requirements of each client is the only route to building lasting relationships.

We understand that choosing a wealth management firm is a very personal decision, and we will never insert you in to someone else investment model, as we strongly believe in tailoring a model that will deliver solutions at every level. We strive to become your trusted advisor, and our focus will always remain on each client specific needs.

Because we are truly independent, we provide you with wholly objective advice. Our professional advisors work for you and you alone. With less than 120 clients on our books, we are able to provide the personalized service and depth of knowledge that will make a difference to you and your familys future. Below, are some of the features that we believe make us unique:

• Family owned and operated - Family values are at the core of our business.
• Industry expertise - Our team has over 40 years of experience within the financial planning and wealth management fields, and will design a structure that will tailored to you requirements.
• Truly independent - Our advice is always independent and specific to your needs. In addition, we are able to leverage the resources of our network of global traders, instead of being restricted to any single platform.
• Comprehensive and integrated - We provide counsel in every area of wealth management, with particular expertise within asset management, concentrated equity positions, financial planning, private banking, philanthropic planning, tax minimization, lending, insurance, trust and intergenerational wealth transfer.
• Boutique - With less than 120 clients, we are able to offer superior service and trusted advice to a niche of high-net-worth families.
• Fiduciary responsibility - We have a fiduciary responsibility to act in our clients interests ahead of our own. Unlike most brokerage houses, United Tax Consulting Ltd. is a Registered Investment Advisor (RIA) and have no financial interest in any of the services that we recommend. This ensures our clients can work with us without conflict, with total transparency, and that our interests are juxtaposed with our clients.

Our independent, objective advice and tailored service provides all of our clients with a uniquely boutique experience. Put simply, our goal is to efficiently add value to our clients interests.

Wealth Management

United Tax Consulting Ltd. serves a diverse range of affluent individuals and high-net worth families, from entrepreneurs seeking to sell their businesses to families whose wealth is multi-generational.

The majority of our clientele requires complex and intricate financial objectives, and benefit greatly from the expertise brought to bear by the professional acumen of United Tax Consulting Limited.

Advisors, as we seek to protect their wealth for generations to come. The cornerstone of our offering is cultivating a relationship of trust and exceptional service, while combining traditional values with innovative thinking.

We have always found that the best way to serve our client base is by getting to understand their business and know them as individuals, and much of our success stems from the mutually beneficial long-term partnerships we have established.

Our Approach

As custodians of our client's wealth, we believe it is our responsibility to offer comprehensive investment solutions that achieve individual investment goals.

United Tax Consulting Ltd. strives to maximize returns on an after-tax basis; therefore, tax efficiency is an integral part of what we do. For some clients, we manage various accounts, for example, a trust and an IRA. In these cases, we look to hold certain assets in non-taxable accounts to maximize a client’s combined after-tax returns.

Our wholly client-centric approach ensures that you will always be in control of your solution - however you choose to reach it and our aim will always be to re-evaluate your priorities and amend your strategies accordingly. Such an approach has always been integral to United Tax Consulting Ltd. culture and allows us to add independent insight to your thinking and recommend new ideas that may be beneficial to you.

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