UP Family Office is a brand that is striving to become a Benefit Corporation

Since our inception, our focus has been on supporting successful families in maintaining their financial and human capital, and in helping the families we serve to succeed and benefit themselves, their communities, and the world at large. This is a collective goal shared by everyone in our company, and we actively seek to balance the pursuit of profit with the pursuit of this singular objective.

To underscore our commitment to this objective, we are striving to achieve Benefit Corporation certification.

To become a certified Benefit Corporation, the criteria and measures of success for a company must be different. We look beyond profit and consider social and environmental performance, public transparency, and legal accountability as well. To be a Benefit Corporation means that we must be externally recognized for achieving a balance between meeting the needs of stakeholders (the families we serve, the talent we employ, the communities we inhabit) and the needs of shareholders; balancing doing well with the need to do good. Here's how we do it:

• Firstly, as family advisors, we place the interests of our clients above our own. We are solely compensated by our clients and charge simple, transparent consulting fees, eliminating any real or potential conflicts of interest that commission-based compensation may create. Since the founding of our company, all advisors are accountable for service standards that ensure their interests align with the families they serve.
• We also seek to attract and nurture those employees who share our commitment and thrive in our independent environment, uninfluenced by any financial services company, bank, or broker. To create a culture where employees feel valued and to express our company's values, we have enhanced our employee benefits program to offer a better work-life balance and more opportunities for community engagement, such as paid volunteer leave and charitable matching programs.
• We focus on helping families sustain their wealth across generations, and our investments often directly reflect who they are and what they do as a family.

Becoming a Benefit Corporation does not change how we do business. Rather, it provides a method to validate what we have always known: companies that effectively utilize ethical, sustainable business practices perform better and become more successful in the long run. We are excited to formally commit to doing well by doing good, and we believe that our approach to meeting the standards of a Benefit Corporation will only enrich the way we serve our clients, our employees, and our community.