Confidential Wealth Advisory for Matinecock's Most Private Estate Owners
Matinecock is a village of five-acre minimums, eight hundred residents, and absolute privacy. Your wealth advisory should operate with the same discretion, delivering sophisticated strategies behind closed doors.
25 minutes from our Lake Success office
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Sophisticated Planning for Matinecock's Private Estates
In a village with no commercial district and some of Long Island's most valuable properties, the financial advisory must be as elevated and private as the community itself.
Ultra-HNW: Family Limited Partnerships
Family limited partnerships allow Matinecock estate owners to transfer fractional interests in real estate, investment portfolios, and other assets to heirs at valuation discounts. We coordinate the structure, funding, and ongoing administration with your estate attorney and CPA.
Grantor Retained Annuity Trusts (GRATs)
GRATs are among the most effective wealth transfer tools for appreciating assets. By transferring property or investments into a GRAT, Matinecock families can pass growth to heirs with minimal or zero gift tax. We model optimal annuity terms and asset selection for each client.
Private Placement Life Insurance
For Matinecock's ultra-high-net-worth families, private placement life insurance provides tax-advantaged access to alternative investment strategies (hedge funds, private equity, and managed futures) inside an insurance wrapper that grows tax-deferred and passes tax-free to heirs.
Estate Tax Exemption Planning Under Changing Thresholds
Federal estate tax exemptions are scheduled to decrease significantly after 2025, potentially cutting the current exemption roughly in half. For Matinecock families with estates well into eight figures, planning now to lock in current exemptions through gifting and trust strategies is urgent.
Fee-Only, Fiduciary Always
Matinecock residents expect their advisors to operate with integrity and discretion. Our fee-only, fiduciary model means we never profit from product sales or referral arrangements. Your wealth is managed solely in your interest.
Why Matinecock Estate Owners Trust UFPG
Matinecock is not a community that appears on most financial advisors' radar, and that's precisely the point. With a population of roughly eight hundred, five-acre minimum lot sizes, and no commercial district of any kind, this village is designed for privacy. The former estates of the Pratt and Tiffany families set the tone, and today's residents maintain that legacy of exclusivity. The financial complexities here are substantial: properties valued at $3M–$6M or more, concentrated business wealth, and estate tax exposure that demands proactive planning, particularly with federal exemption thresholds poised to change. We serve Matinecock from our Lake Success office with the confidentiality and strategic depth that ultra-high-net-worth families require, coordinating seamlessly with the attorneys and CPAs who complete your advisory team.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
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Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.