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:
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.
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.
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.