United Capital’s Signature Services goes beyond traditional financial services to identify individual values and objectives that affect children, aging parents, and other areas of long term family management including wealth preservation, education, risk management, succession planning and leaving a family legacy. The cornerstone of success begins with complete information, honest analysis, and deliberate action. Our dedicated team will help define your objectives and guide you with the tools and advice you need to help you reach your family financial goals. We offer a full range of personalized services to assist you in managing day to day financial and non-financial matters. By combining technology with institutional capabilities, we can help coordinate the overall family lifestyle plan, designed to identify and execute on opportunities to preserve and enhance your wealth. Timely execution and consistent monitoring of your personal plan is paramount to your financial success.

Preserving, Creating and Transferring Wealth

Volatility of financial markets cannot be effectively timed or predicted. Signature Services delivers a custom portfolio using sound diversification strategies, seeking to minimize volatility through all market cycles. We also research opportunities in alternative investments, and provide oversight on special assets. Complex, tax-sensitive financial situations require proactive planning and coordination in the following areas
  • Cash Management & Banking
  • Financial Analysis
  • Investment Consulting, Due Diligence and Oversight
  • Estate, Education, Philanthropic, and Legacy Planning
  • Risk Management / Insurance Review and Coordination
  • Income and Estate Tax Planning
  • Succession Planning

View our lists of fact sheets & checklists below:

Family Foundations

Families looking for an effective way to fulfill charitable intentions and to use values, skills and creativity to make positive changes within a community may want to consider a private family foundation.

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Reasons To Consider Trusts

Throughout your lifetime, there are only five things you do with money – earn, spend, save, invest or give it away. In death, however, your money can only do three things – go to family, charity, or the IRS.

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Settling A Loved One's Estate

Losing a loved one is difficult for the survivors. Compounding grief’s toll is the fact you must also address certain legal and financial matters.

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Types Of Trusts

Trusts allow you to manage your property, control your wealth, and minimize the amount that goes to pay taxes. There are many varieties of trusts, each designed to accomplish specific goals.

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Fair But Not Equal In Estate Planning

Throughout their formative years, children challenge parents’ definition of fairness. In some households, fair means equal shares. Others take a “we love you all the same but give according to need,” approach.

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Life Insurance

At first glance, most people buy life insurance to replace income, pay off a mortgage, or provide an asset base for loved ones. However, life insurance is a tool that may help you to achieve many other important goals.

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We have the experience and expertise to help people build wealth, preserve it and pass it on to future generations.