Why Us
At United Elver, we are committed to serving the distinct requirements of family offices, family trusts, private foundation enterprises, and exclusive investment entities across the globe. What sets United Elever apart is our integration of global expertise with state-of-the-art technology, offering a suite of services that encompasses expert-guided wealth advisory, comprehensive investment management, bespoke banking, and meticulous asset oversight solutions.
Key Statistics
Wealth Protection&Growth
Confidently navigate the unpredictable and unexpected. We’re ready to guide you on the journey, tailoring your financial solutions with integrity.
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Fiduciary Services
Access a range of strategies, which include estate planning, tax-efficient wealth transfer, multi-generational wealth, offshore trusts, and business succession. We conscientiously safeguard your family's unique objectives.
Asset-Specific Analysis & Investment Management
Navigate financial challenges with the help of our team, which has experience in planning across a full spectrum of needs, including navigating concentrated equity risk, parsing private market investments, and developing custom hedging strategies and Investment portfolios.
Strategic Philanthropy
WithUnited Elever, your charitable gifts not only serve recipients well, but also remains aligned with your strategic, philanthropic and financial goals.
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Comprehensive Tax Planning:
Expert strategies tailored to minimize liabilities and optimize tax benefits, catering to both individual and corporate entities.
Cross-border Taxation Solutions
Specialized advice for families and businesses with assets or interests across multiple countries, ensuring compliance and efficiency in global tax scenarios.
Legal Entity Structuring
Guidance on the best legal structures for wealth protection, business operations, and succession planning.
Regulatory Compliance
Continuous monitoring and updates on local and international regulations to ensure our clients always remain compliant.
Taxation & Legal Advice
We provide expert guidance on complex taxation and legal matters, ensuring compliance and strategic optimization tailored to individual and business needs.
Family Governance
Building effective, long-term plans and decision-making processes with our help to sustain family wealth for future generations.
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Family Legacy & Charter Creation
Collaborative crafting of a family's values, principles, and vision into a documented charter, ensuring alignment in decision-making processes.
Educational Workshops
Customized sessions for family members on governance, financial literacy, and the responsibilities of wealth.
Conflict Management
Providing mediation and conflict resolution strategies to maintain family unity during disagreements.
Family Council Formation
Establishment and facilitation of regular family meetings to discuss and decide on financial matters, ensuring transparent and collective decision-making.
Tailored Will Drafting
Comprehensive will preparation that reflects individual wishes and ensures that assets are distributed in alignment with the client's vision.
Trust Formation and Management:
Expertise in creating various trusts, from revocable to irrevocable, to shelter assets, reduce estate taxes, and ensure a seamless transition to beneficiaries.
Asset Protection
Strategies designed to safeguard wealth against potential creditors, lawsuits, and other unforeseen liabilities.
Charitable Giving Plans
Crafting strategies for philanthropic contributions, maximizing tax benefits, and ensuring a lasting legacy.
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Estate Planning
We offer the necessary resources and expertise to ensure estates are managed to maximize value while minimizing the burden on family and heirs.
Next - Gen Wealth Transition
Pairing next-gen members with seasoned financial experts for hands-on learning and guidance for different next-gen age groups.
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Wealth Education Workshops for Different Age Groups
Structured sessions aimed at equipping the younger generation with foundational knowledge about wealth management, investments, and financial responsibility.
Leadership Transition Strategies
Structured plans to ensure a seamless shift of roles and responsibilities within family businesses or trusts.
Family Retreats
Organized retreats that combine leisure with structured discussions on family values, wealth responsibilities, and vision alignment.
Entrepreneurship Support
Encouraging and nurturing entrepreneurial ventures of the next generation, providing them with the resources and knowledge to succeed.
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Strategic Planning
Expert guidance on crafting long-term and short-term business strategies, ensuring alignment with market trends and internal capabilities.
Mergers and Acquisitions Guidance
Expertise in identifying potential acquisition targets, conducting due diligence, and ensuring smooth integrations.
Capital Market Strategy
Assistance in identifying and securing capital for business expansion, whether through equity, debt, or other financing methods.
Market Entry or Expansion Strategies
Detailed analysis and strategies for entering new markets, especially for new migrant entrepreneurs, ensuring alignment with the business's core competencies and goals.
Business Advice
Empowering business owners and entrepreneurs to seamlessly access capital markets, guide migrants in navigating and capitalizing on the Australian market, and craft strategies for executives to expedite their wealth growth. Our advisory combines global expertise with localized insights, tailoring solutions to each client's unique ambitions.
Case Studies
There may be no better way to communicate what we do than through images. As you browse our site, take a few moments to let your eyes linger here, and see if you can get a feel for our signature touch.
