Services Offered

Problem Solving

  • Social Security Planning
  • Retirement Planning
  • Estate Planning
  • College Planning
  • Estate Settlement
  • Budget and Cash Flow Planning
  • Personal Bookkeeping
  • Bill Pay
  • Risk Analysis
  • Business By Sell Planning
  • Charitable Planning

Family Office Services

Many of our clients run businesses or have complex wealth and family management needs which require a team of skilled advisors to help manage their finances.

  • Customized bookkeeping, accounting, and financial reporting at the personal level
  • Personal and entity level bill monitoring, review, and payment
  • Social Security Analysis/Planning
  • Social Security Benefit Application
  • Insurance review and analysis with independent insurance brokers
  • Investment tracking and customized reporting, with Executive Summaries
  • Employee management, payroll, and benefits including qualified plans
  • Project management (example: Private Jet usage – pay per use, timeshare or ownership)
  • Entity formation, operation, and termination
  • Charitable giving consulting
  • Health, education, and family needs
  • Liability and risk management
  • Trust and estate planning coordination with selected legal advisors
  • Access to a world class network of professional service providers in the U.S. and abroad

Cash Flow Management

Even the worlds wealthiest can experience a feeling of lost control over their cash flow. UWP provides accounting solutions including budgeting, bill payment, bookkeeping, invoicing and payroll management. The firm maintains general ledgers and reconciles accounts against cash flow projections and provides proactive analysis with recommendations, coordinating with tax professionals.

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