Meet We
WHO WE ARE
UP Family Office serves as a family office in the United States and an extension of family offices, or manages special tasks and projects for families as needed, providing services to families. As advisors for joint investment portfolios, trusts, and extended family needs, our clients' interests come first, and our services are tailored to meet the specific needs of each family we collaborate with.
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In our ongoing collaborations with some of the world's wealthiest families, we have observed that families who successfully sustain their wealth across generations—enjoying, growing, and ensuring wealth benefits family members—manage their family wealth like a business. They systematically invest with partners in a united portfolio to maintain steady wealth growth. Helping families achieve this is the foundation of our company, which is reflected in our name:UP Stands for United Portfolio.
Learn more about creating your United Portfolio to build wealth.
Whether providing support for special projects for your single family office, acting as an extension of your existing family office, or helping you establish a family office, UP Family Office can tailor its services to meet your specific needs. Generally, these collaborations support family offices in four main areas:
