Our Team

Everything we do at our company is supported by the extensive experience each of our professionals has gained working at some well-known institutions. With experience comes knowledge and technical expertise, enabling us to guide you through the challenges of managing wealth across your investment portfolio.

Resources

On average, our staff has more than ten years of experience providing advisory services to affluent families like yours. The individuals on our team are not only experienced but also credentialed, holding professional qualifications including:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Chartered Alternative Investment Analyst (CAIA)
  • Registered Investment Advisor (Series 65)

California Whale

Co-Founder & President | UP Family Office

California Whale is the Co-Founder and President of UP Family Office, as well as an accomplished entrepreneur and brand architect in asset management and Web3 innovation. With a strong background in strategic consulting and corporate finance, he has held senior executive positions such as Director of Strategic Consulting and Chief Financial Officer at a major conglomerate, demonstrating exceptional strategic insight and capital planning capabilities.
He founded and led Whale Group Asset Management in the United States for over 15 years, successfully launching a range of high-end brands including WhaleYacht, specializing in luxury yacht asset planning, and WhaleX-WLX, a Web3 music and digital asset ecosystem. Building on this foundation, he also initiated the launch of the California Whale AI Music Creator App, exploring the integration of artificial intelligence and digital assets in the creative industries.
His work spans diverse asset classes including real estate, yachts, private aviation, and cryptocurrency, with a unique strength in bridging traditional wealth with emerging technologies.
California Whale holds a Master’s degree in Aviation Management jointly awarded by Tsinghua University School of Economics and Management (SEM) and ENAC (École Nationale de l'Aviation Civile) in France. Drawing on his extensive expertise and interdisciplinary vision, he is committed to delivering global, tailored, and forward-thinking asset management solutions for clients of UP Family Office.

service team

investment team


RECONCILIATION AND QUALITY CONTROL


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