It’s not what we do - it’s the way we do it that makes all the difference.
We will work with you to create a family mission statement and governance philosophy. This will become the decision-making framework and wealth-management foundation to create a legacy to last through generations.
Your accomplishments have brought you here—our role is to help you align your wealth with your goals and those of future generations. We offer a broad range of financial and advisory services designed to address the unique needs of each client. These include wealth planning, business advisory, pre-liquidity planning, evaluating funding opportunities, and preparing your business and family for potential liquidity events. We work closely with you throughout the process to provide guidance, resources, and strategies aimed at helping you make informed decisions.
Our dedicated advisors are here to help guide you through every stage of your life with sophistication, compassion, and the highest level of care.
From preparing for liquidity events to building a harmonious family decision-making framework and thoughtfully balancing wealth and lifestyle, we weave care into every chapter of your family’s journey.
Expertise in complex accounting matters and proactive tax planning to optimize your financial health. Proactive tax strategies to minimize liability and maximize efficiency.
High-level financial oversight, budgeting, and strategic financial planning for your family's assets and enterprises.
Access to bespoke investment banking solutions, including mergers and acquisitions, capital raising, and other corporate finance advisory services.
Tailored banking services, including bespoke credit solutions.
Strategic planning to preserve assets and ensure they are passed on according to your wishes.
Support in developing governance structures and educational programs to prepare heirs.
Consultation on business growth, succession planning, and sale.
Comprehensive support for travel, healthcare, and everyday lifestyle needs. This includes personalized travel arrangements, access to premier healthcare, and round-the-clock concierge services to manage daily tasks efficiently.
Helping you plan for a legacy that endures.
-Ranjit Bahadur, CEO at Unique MFO
