UMA Wealth Group

UMA Wealth Group is a private client and family wealth consultancy group. A boutique services group specialized in offering professional wealth consulting and wealth planning, including trust, fiduciary, operational, and governance structuring services. We strongly believe that all clients and families we serve are unique and are entitled to our personal and dedicated attention. Our logo is indicative of our approach, and just like a fingerprint, our services are unique, and tailor made to meet our clients’ requirements.


As a team of experienced, knowledgeable, and international professionals, we understand the challenges you and your family face, and we aim to solve them for you. We want to think that we turn the issues you may encounter into meaningful opportunities.

UMA Wealth Group is a proud sponsor of STEP Zürich