United Capital Financial Advisers is a full service boutique multi-family office and wealth management firm providing the highest level of tailored solutions by highly skilled and talented professionals. Consistent attention is given to coordinate with each client’s legal counsel, accountants and other advisors to design a complete integrated solution to ensure the needs and welfare of you and your family are met.
Our Managing Director, Kathleen Grace, was honored in the class of 2016 as Influential Business Woman of the Year
by the South Florida Business Journal. Click here to read the announcement.
United Capital provides clients with independent, objective, and creative financial solutions structured to achieve their financial goals with an unsurpassed commitment to service excellence. Acting in a similar capacity as the client’s Chief Financial Officer, we coordinate the overall individual or family lifestyle plan concurrent with the ultimate financial goals. Timely execution and consistent monitoring of your personalized comprehensive plan is paramount to financial success.
Family Office Services
Our Family Office Team specializes in providing you with the tools and advice to help you reach your family financial goals. These services include, but are not limited to:
- Oversight and coordination of of estate, income tax, cash flow, risk management and investment strategies with client’s other advisors
- Cash management services, tracking and monitoring of cash flow
- Liaison to banking services and relationships
- Analysis of financial issues
- Assistance with planning for future cash flow needs
- Estate, education and philanthropic planning
- Risk Management/insurance review consulting
- Tax planning
- Business succession planning
- Financial statement recordkeeping, compilation of books and reports
- Review and/or negotiation with client’s vendors and services providers to help determine best options for clients
- Nuptial planning
- General financial advice
- Financial Concierge