For those with significant wealth, generic financial planning doesn’t cut it. You need a family office-style financial planning approach—one that provides elite investment management, multi-generational estate strategies, and advanced tax efficiency. At Kalinka Group Private Wealth Management, we take an UHNW private family office approach, offering an exclusive concierge service that anticipates financial complexities before they arise.

UHNW portfolio modelling and private investment access

Our ultra-high-net-worth financial planning goes beyond conventional investment management. We use portfolio modelling to refine your asset allocation, stress-test financial scenarios, and structure a truly diversified wealth strategy. Our offerings include:

  • Private equity & direct investments – Access to exclusive opportunities unavailable to retail investors.
  • UHNW family office-style planning – Fully integrated financial oversight that aligns with your long-term objectives.

Strategic tax planning for ultra-high-net-worth families

At this level, tax planning isn’t optional—it’s essential. As an ultra-high-net-worth wealth management team,  we specialize in minimizing tax exposure across jurisdictions with strategies such as:

  • Multi-jurisdictional tax optimization – Protecting wealth across international borders.
  • Family trust & estate freezes – Locking in tax advantages for future generations.
  • Advanced capital gains planning – Structuring transactions to minimize tax liabilities.

Wealth preservation and estate planning for UHNW families

Significant wealth should be structured for longevity. Our UHNW family office services include:

  • Dynastic trusts – Ensuring wealth is preserved across multiple generations.
  • Private foundations & charitable giving – Structuring philanthropic efforts for maximum impact and tax efficiency.
  • Business succession planning – Transitioning ownership with minimal tax impact. 

UHNW risk management and asset protection

With greater wealth comes greater financial complexity. We provide elite risk management services, including:

  • Asset protection structures – Legal safeguards to shield wealth from liability.
  • Insurance strategies for estate liquidity – Ensuring cash flow is available without forcing asset sales.