As a business we believe in giving back and contributing to our society. One way that we do this is through the UNIQ Charitable Foundation, a vehicle we have created to personally support worthy causes. The three charities nominated in our Foundation include:
What is a Multi-Family Office?
A Multi-Family Office is an independent firm that supports multiple families to manage their entire wealth, acting as primary adviser (much like a personal Financial Director) and co-ordinating a dedicated team of professionals from complementary disciplines.
Video Testimonial: Derek Griffiths
At our client event earlier this year we managed to capture a number of clients on camera, speaking about their experience working with the team at UNIQ Family Wealth. In this post you will hear from Derek Griffiths, a client we have worked with since 1998.
Video Testimonial: Janet Williams
Janet Williams, and her husband Bryan, have been working with the team here at UNIQ Family Wealth for almost 20 years. They were kind enough to attend our client event earlier this year and provide a case study, sharing their story and experience of our family wealth services.
Video Testimonial: John and Ruth
We captured two of our clients, John and Ruth Foscolo, on camera at a client event we hosted earlier this year. They shared their story about the way we helped John to retire and created a Financial Plan that would support their ongoing financial needs in retirement. You can read the case study here.