{"id":3329,"date":"2021-11-10T17:14:45","date_gmt":"2021-11-10T17:14:45","guid":{"rendered":"https:\/\/www.umawealth.com\/nossa-metodologia\/"},"modified":"2023-06-16T10:42:20","modified_gmt":"2023-06-16T10:42:20","slug":"nossa-metodologia","status":"publish","type":"page","link":"https:\/\/www.umawealth.com\/pt-br\/nossa-metodologia\/","title":{"rendered":"Nossa metodologia"},"content":{"rendered":"<p>[vc_row foundry_padding=&#8221;pt0 pb0&#8243;][vc_column]\n\t\t\t<!-- START Our Approach REVOLUTION SLIDER 6.5.8 --><p class=\"rs-p-wp-fix\"><\/p>\n\t\t\t<rs-module-wrap id=\"rev_slider_8_1_wrapper\" data-source=\"gallery\" style=\"visibility:hidden;background:transparent;padding:0;margin:0px auto;margin-top:0;margin-bottom:0;\">\n\t\t\t\t<rs-module id=\"rev_slider_8_1\" style=\"\" data-version=\"6.5.8\">\n\t\t\t\t\t<rs-slides>\n\t\t\t\t\t\t<rs-slide style=\"position: absolute;\" data-key=\"rs-15\" data-title=\"Portuguese\" data-in=\"o:0;\" data-out=\"a:false;\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.umawealth.com\/wp-content\/plugins\/revslider\/public\/assets\/assets\/dummy.png\" title=\"our-approach banner\" width=\"1920\" height=\"945\" class=\"rev-slidebg tp-rs-img rs-lazyload\" data-lazyload=\"\/\/www.umawealth.com\/wp-content\/uploads\/2021\/11\/our-approach-banner.jpg\" data-no-retina>\n<!--\n\t\t\t\t\t\t\t--><h1\n\t\t\t\t\t\t\t\tid=\"slider-8-slide-15-layer-0\" \n\t\t\t\t\t\t\t\tclass=\"rs-layer\"\n\t\t\t\t\t\t\t\tdata-type=\"text\"\n\t\t\t\t\t\t\t\tdata-xy=\"xo:120px,120px,120px,40px;y:m;\"\n\t\t\t\t\t\t\t\tdata-text=\"w:normal;s:40,40,40,15;l:45,45,45,17;\"\n\t\t\t\t\t\t\t\tdata-basealign=\"slide\"\n\t\t\t\t\t\t\t\tdata-rsp_bd=\"off\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;st:w;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:9;font-family:'Roboto';\"\n\t\t\t\t\t\t\t>Trabalhamos em conjunto<br \/>\naos nossos clientes<br \/>\ne seus assessores<br \/>\n \n\t\t\t\t\t\t\t<\/h1><!--\n\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-8-slide-15-layer-1\" \n\t\t\t\t\t\t\t\tdata-type=\"shape\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-xy=\"xo:120px,120px,120px,40px;y:m;yo:91px,91px,91px,40px;\"\n\t\t\t\t\t\t\t\tdata-text=\"w:normal;s:20,20,20,7;l:0,0,0,9;\"\n\t\t\t\t\t\t\t\tdata-dim=\"w:200px,200px,200px,77px;h:3px,3px,3px,1px;\"\n\t\t\t\t\t\t\t\tdata-basealign=\"slide\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;st:w;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:10;background-color:#fc6d39;\"\n\t\t\t\t\t\t\t> \n\t\t\t\t\t\t\t<\/rs-layer><!--\n\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-8-slide-15-layer-3\" \n\t\t\t\t\t\t\t\tdata-type=\"shape\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-text=\"w:normal;s:20,20,20,7;l:0,0,0,9;\"\n\t\t\t\t\t\t\t\tdata-dim=\"w:100%;h:100%;\"\n\t\t\t\t\t\t\t\tdata-basealign=\"slide\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;st:w;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:8;background:linear-gradient(90deg, rgba(5,51,49,1) 0%, rgba(5,51,49,0.5) 52%, rgba(49,85,84,0) 62%, rgba(215,215,215,0) 100%);\"\n\t\t\t\t\t\t\t> \n\t\t\t\t\t\t\t<\/rs-layer><!--\n-->\t\t\t\t\t\t<\/rs-slide>\n\t\t\t\t\t<\/rs-slides>\n\t\t\t\t<\/rs-module>\n\t\t\t\t<script type=\"text\/javascript\">\n\t\t\t\t\tsetREVStartSize({c: 'rev_slider_8_1',rl:[1240,1240,1240,480],el:[600,600,600,400],gw:[1240,1240,1240,480],gh:[600,600,600,400],type:'hero',justify:'',layout:'fullwidth',mh:\"0\"});if (window.RS_MODULES!==undefined && window.RS_MODULES.modules!==undefined && window.RS_MODULES.modules[\"revslider81\"]!==undefined) {window.RS_MODULES.modules[\"revslider81\"].once = false;window.revapi8 = undefined;if (window.RS_MODULES.checkMinimal!==undefined) window.RS_MODULES.checkMinimal()}\n\t\t\t\t<\/script>\n\t\t\t<\/rs-module-wrap>\n\t\t\t<!-- END REVOLUTION SLIDER -->\n[\/vc_column][\/vc_row][vc_row foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top&#8221;][vc_column][vc_row_inner el_class=&#8221;alg-center&#8221; css=&#8221;.vc_custom_1635772523775{margin-bottom: 60px !important;}&#8221;][vc_column_inner][vc_custom_heading text=&#8221;Nossa metodologia&#8221; font_container=&#8221;tag:h3|text_align:center|color:%23053331&#8243; use_theme_fonts=&#8221;yes&#8221; css_animation=&#8221;fadeInUpBig&#8221; el_class=&#8221;orange-underline&#8221;][\/vc_column_inner][\/vc_row_inner][vc_column_text css=&#8221;.vc_custom_1636564514574{margin-bottom: 0px !important;}&#8221; el_class=&#8221;dark-green mx-width&#8221;]<\/p>\n<p style=\"text-align: center;\">Na UMA, trabalhamos em conjunto aos nossos clientes e seus assessores, como advogados, banqueiros, planejadores financeiros e contadores, para compreender suas circunst\u00e2ncias e necessidades.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=&#8221;yes&#8221; foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top&#8221;][vc_column css_animation=&#8221;fadeInLeft&#8221; width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;2611&#8243; img_size=&#8221;full&#8221; css_animation=&#8221;fadeInLeft&#8221; el_class=&#8221;cube-behind-top-left orange-box mx-height-img&#8221;][\/vc_column][vc_column css_animation=&#8221;fadeInRight&#8221; width=&#8221;1\/2&#8243; el_class=&#8221;col-no-pd col-pd-inner&#8221; css=&#8221;.vc_custom_1636385524265{background-color: #ffffff !important;}&#8221;][vc_custom_heading text=&#8221;Somente trabalhando juntos podemos garantir que as necessidades dos nossos clientes sejam atendidas. Interviremos, se necess\u00e1rio, e estabeleceremos conjuntamente uma estrutura mais flex\u00edvel e robusta, e se necess\u00e1rio, mais internacionalmente transparente e operacionalmente vi\u00e1vel. &#8221; font_container=&#8221;tag:h4|text_align:left|color:%23053331&#8243; use_theme_fonts=&#8221;yes&#8221; el_class=&#8221;orange-title-h4&#8243;][vc_column_text el_class=&#8221;lighter-green&#8221;]Agimos como membros da comiss\u00e3o de governan\u00e7a, investimento, prote\u00e7\u00e3o e fiduci\u00e1ria, e integramos a equipe de gest\u00e3o patrimonial do cliente usando nossas entidades corporativas profissionais e exclusivas ou prestadores de servi\u00e7os externos especializados.[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=&#8221;yes&#8221; foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top ord-1 dsp-flex&#8221;][vc_column css_animation=&#8221;fadeInLeft&#8221; width=&#8221;1\/2&#8243; el_class=&#8221;col-no-pd col-pd-inner ord-2&#8243; css=&#8221;.vc_custom_1636628359960{background-color: #ffffff !important;}&#8221;][vc_custom_heading text=&#8221;Nossos servi\u00e7os s\u00e3o altamente personalizados e adotam uma metodologia modular, na qual cada m\u00f3dulo pode ser utilizado individualmente ou em conjunto.&#8221; font_container=&#8221;tag:h4|text_align:left|color:%23fc6d39&#8243; use_theme_fonts=&#8221;yes&#8221; el_class=&#8221;orange-title-h4&#8243;][vc_column_text el_class=&#8221;lighter-green&#8221;]Na UMA, garantimos independ\u00eancia e profissionalismo, assegurando aos nossos clientes que trabalhamos com eles como parceiros e apoiamos seu processo de tomada de decis\u00f5es. Trabalhamos com nossos clientes para garantir que tanto o bem-estar individual quanto familiar estejam protegidos e que nossos clientes estejam confiantes de ter um futuro planejado e estruturado com monitoramento cont\u00ednuo.[\/vc_column_text][\/vc_column][vc_column css_animation=&#8221;fadeInLeft&#8221; width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;370&#8243; img_size=&#8221;full&#8221; css_animation=&#8221;fadeInRight&#8221; el_class=&#8221;cube-behind-top-right green-box mx-height-img&#8221;][\/vc_column][\/vc_row][vc_row foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top&#8221;][vc_column][vc_row_inner el_class=&#8221;alg-center&#8221; css=&#8221;.vc_custom_1635772523775{margin-bottom: 60px !important;}&#8221;][vc_column_inner][vc_custom_heading text=&#8221;A UMA Wealth (Switzerland) AG \u00e9 membro da Step Zurich&#8221; font_container=&#8221;tag:h3|text_align:center|color:%23053331&#8243; use_theme_fonts=&#8221;yes&#8221; css_animation=&#8221;fadeInUpBig&#8221; el_class=&#8221;orange-underline&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row equal_height=&#8221;yes&#8221; foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top ord-1 dsp-flex extra-flex&#8221; css=&#8221;.vc_custom_1658347561136{padding-bottom: 80px !important;}&#8221;][vc_column css_animation=&#8221;fadeInLeft&#8221; css=&#8221;.vc_custom_1658347320996{background-color: #ffffff !important;}&#8221; el_class=&#8221;extra-col&#8221;][vc_single_image image=&#8221;4367&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; img_link_target=&#8221;_blank&#8221; css_animation=&#8221;fadeInLeft&#8221; el_class=&#8221;extra-img&#8221; link=&#8221;http:\/\/www.step-ch-fl.com\/&#8221;][\/vc_column][\/vc_row][vc_row foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top&#8221;][vc_column][vc_row_inner el_class=&#8221;alg-center&#8221; css=&#8221;.vc_custom_1635772523775{margin-bottom: 60px !important;}&#8221;][vc_column_inner][vc_custom_heading text=&#8221;A UMA Swiss AG \u00e9 regulada pela SO da AOOS &#8211; sociedade an\u00f3nima su\u00ed\u00e7a de supervis\u00e3o e \u00e9 membro da SATC&#8221; font_container=&#8221;tag:h3|text_align:center|color:%23053331&#8243; use_theme_fonts=&#8221;yes&#8221; css_animation=&#8221;fadeInUpBig&#8221; el_class=&#8221;orange-underline&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row equal_height=&#8221;yes&#8221; foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top ord-1 dsp-flex extra-flex&#8221; css=&#8221;.vc_custom_1658347561136{padding-bottom: 80px !important;}&#8221;][vc_column css_animation=&#8221;fadeInLeft&#8221; width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1686911734281{background-color: #ffffff !important;}&#8221; el_class=&#8221;extra-col&#8221;][vc_single_image image=&#8221;4373&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; img_link_target=&#8221;_blank&#8221; css_animation=&#8221;fadeInLeft&#8221; el_class=&#8221;extra-img&#8221; link=&#8221;http:\/\/www.step-ch-fl.com\/&#8221;][\/vc_column][vc_column css_animation=&#8221;fadeInLeft&#8221; width=&#8221;1\/2&#8243; el_class=&#8221;extra-col&#8221;][vc_single_image image=&#8221;4379&#8243; img_size=&#8221;full&#8221; onclick=&#8221;custom_link&#8221; img_link_target=&#8221;_blank&#8221; css_animation=&#8221;fadeInRight&#8221; el_class=&#8221;extra-img&#8221; link=&#8221;https:\/\/www.satc.ch\/&#8221;][\/vc_column][\/vc_row][vc_row foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top&#8221; css=&#8221;.vc_custom_1636389280453{background-color: #053331 !important;}&#8221;][vc_column][vc_row_inner el_class=&#8221;alg-center&#8221; css=&#8221;.vc_custom_1635772523775{margin-bottom: 60px !important;}&#8221;][vc_column_inner][vc_custom_heading text=&#8221;Nossa metodologia&#8221; font_container=&#8221;tag:h3|text_align:center|color:%23053331&#8243; use_theme_fonts=&#8221;yes&#8221; css_animation=&#8221;fadeInUpBig&#8221; el_class=&#8221;orange-underline&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=&#8221;alg-center&#8221; css=&#8221;.vc_custom_1636390145129{margin-bottom: 60px !important;}&#8221;][vc_column_inner][vc_custom_heading text=&#8221;Nossos valores e objetivos&#8221; font_container=&#8221;tag:h3|text_align:center|color:%23fc6d39&#8243; use_theme_fonts=&#8221;yes&#8221; css_animation=&#8221;fadeInUpBig&#8221; el_class=&#8221;white-title-underline&#8221;][\/vc_column_inner][\/vc_row_inner][vc_column_text el_class=&#8221;text-white mx-width&#8221; css=&#8221;.vc_custom_1636564952791{margin-bottom: 60px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\">Somos parceiros de confian\u00e7a para muitas fam\u00edlias, e temos orgulho de estruturar seu patrim\u00f4nio para seu pleno usufruto no presente e para as gera\u00e7\u00f5es futuras. Garantimos que: <\/p>\n<p>[\/vc_column_text][vc_row_inner el_class=&#8221;list-of-services-white&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<ul>\n<li>Somos profissionais e diligentes<\/li>\n<li>Sempre em conformidade com a legisla\u00e7\u00e3o<\/li>\n<li>Sempre alinhados com os interesses dos nossos clientes<\/li>\n<li>Somos independentes, objetivos e transparentes, evitando o conflito de interesses<\/li>\n<li>Fornecemos servi\u00e7os com base em compet\u00eancia, privacidade e confidencialidade<\/li>\n<li>Dedicamos tempo para compreender as necessidades e objetivos do cliente<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text]<\/p>\n<ul>\n<li>Entregamos o que prometemos: qualidade sempre!<\/li>\n<li>Fornecemos uma metodologia hol\u00edstica atrav\u00e9s da experi\u00eancia, comunica\u00e7\u00e3o, colabora\u00e7\u00e3o e coordena\u00e7\u00e3o das necessidades dos nossos clientes.<\/li>\n<li>Implementa\u00e7\u00e3o e manuten\u00e7\u00e3o de estruturas de conformidade internacionais<\/li>\n<li>Somos consultores globais para clientes e fam\u00edlias selecionadas, oferecendo solu\u00e7\u00f5es robustas, compat\u00edveis e estruturas jur\u00eddicas eficientes.<\/li>\n<li>Oferecemos servi\u00e7os, n\u00e3o vendemos produtos!<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row foundry_padding=&#8221;pt0 pb0&#8243; foundry_parallax=&#8221;not-parallax&#8221; css=&#8221;.vc_custom_1636628708498{background-color: #053331 !important;}&#8221; el_class=&#8221;sec-pd-top dsp-flex no-pd-mob&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;374&#8243; img_size=&#8221;full&#8221; css_animation=&#8221;fadeInLeft&#8221; el_class=&#8221;cube-behind-top-left orange-box mx-height-img&#8221;][\/vc_column][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;col-no-pd col-pd-inner&#8221; css=&#8221;.vc_custom_1636565866046{background-color: #053331 !important;}&#8221;][vc_column_text el_class=&#8221;text-white&#8221;]<b>Observe:<\/b> Os profissionais do Grupo UMA seguem e respeitam as jurisdi\u00e7\u00f5es locais e os padr\u00f5es de conduta globais. Fazemos isso atuando a todo momento em nome do melhor interesse dos nossos clientes ao fornecer nossos servi\u00e7os. Nossos profissionais atendem os mais elevados padr\u00f5es e cumprem os princ\u00edpios de integridade, objetividade, compet\u00eancia, imparcialidade confidencialidade, profissionalismo e dilig\u00eancia, conforme definido nas v\u00e1rias organiza\u00e7\u00f5es profissionais das quais somos membros. Sempre entregamos um alto n\u00edvel de servi\u00e7o \u00e9tico e competente.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row foundry_padding=&#8221;pt0 pb0&#8243;][vc_column][\/vc_column][\/vc_row][vc_row foundry_padding=&#8221;pt0 pb0&#8243; el_class=&#8221;sec-pd-top&#8221;][vc_column][vc_row_inner el_class=&#8221;alg-center&#8221; css=&#8221;.vc_custom_1635772523775{margin-bottom: 60px !important;}&#8221;][vc_column_inner][vc_custom_heading text=&#8221;Nossa metodologia&#8221; font_container=&#8221;tag:h3|text_align:center|color:%23053331&#8243; use_theme_fonts=&#8221;yes&#8221; css_animation=&#8221;fadeInUpBig&#8221; el_class=&#8221;orange-underline&#8221;][\/vc_column_inner][\/vc_row_inner][vc_column_text css=&#8221;.vc_custom_1636564514574{margin-bottom: 0px !important;}&#8221; el_class=&#8221;dark-green mx-width&#8221;]&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3329","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/pages\/3329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/comments?post=3329"}],"version-history":[{"count":13,"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/pages\/3329\/revisions"}],"predecessor-version":[{"id":4393,"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/pages\/3329\/revisions\/4393"}],"wp:attachment":[{"href":"https:\/\/www.umawealth.com\/pt-br\/wp-json\/wp\/v2\/media?parent=3329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}