Track Record
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$ 1B+ in Funds and Project
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Our impressive track record of over $1 billion in managed funds and projects, reflects our strong performance and trusted expertise in wealth management
Average Team Experience
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10 Years +
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Our team is composed of seasoned professionals with over a decade of experience each, bringing a wealth of knowledge and insight to our financial strategies
Average IRR
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18%+
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With an average internal rate of return (IRR) exceeding 18%, we have consistently delivered robust financial returns, outperforming market benchmarks
Our Main Servieces
FAMILY OFFICE SERVICE
Establishing Legacy, Ensuring Continuity
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At United Elevér, we understand the gravity of trust in preserving and transmitting wealth across generations. Entrusting us means benefiting from a dedicated family officer—a single point of contact— who understands your family's unique dynamics, and financial landscape. We provide tailored solutions across a spectrum of needs, from day-to-day financial management to complex family-wide decisions, ensuring harmony in your family's financial narrative.
INVESTMENT MANAGEMENT
Establishing Legacy, Ensuring Continuity
At United Elevér, we understand the gravity of trust in preserving and transmitting wealth across generations. Our trust services focus on structuring and managing trusts that ensure your family's assets are not just protected but efficiently passed on in accordance with your wishes, all the while minimizing tax implications and maximizing benefits.
NEXT-GEN WEALTH TRANSITION
Empowering Future Stewards of Your Legacy
Preparing the next generation for wealth stewardship is a journey, not a destination. We offer comprehensive transition services aimed at educating, preparing, and empowering your successors. Through mentorship, financial literacy programs, and hands-on experiences, we ensure the next generation is adept, aligned, and ready to uphold and enhance the family's legacy.
Working With the Best Funds Managers and Partners
