Custody Services - Unibanco Luxembourg safeguards your investments with the best and safest custody service providers worldwide.

Wealth Consolidation - Unibanco Luxembourg's Customized Financial Planning is carried out based on information you furnished about everything that refers to your wealth.

The first step is a detailed analysis of all aspects pertaining to your financial life. After this, your incomes, expenses, investments, taxes and debts are consolidated into a single document pursuant to uniform and technical criteria. With this, control over your finances becomes simpler, more efficient and secure.

Additionally, with a clear view regarding the performance of your various investments, your cash flow and a series of other information, decisions become much easier to be made that will allow you to achieve your plans and the goals you defined for the future. The Customized Financial Planning proposal is exactly that: to offer a complete view of your wealth, facilitating the assessment of your current wealth and your plan for the future.

Customized Financial Planning

Key factors considered:

• Annual cash flow;
• Total expenses;
• Results of your financial investment portfolio;
• Financial, real estate and corporate returns;
• Wealth evolution;
• Tax efficiency.