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)
BOBBY YU
Co-Founder & President | UP FAMILY OFFICE
Bobby has held senior positions in the financial and strategic consulting fields, bringing a wealth of leadership experience. Before joining UP Family Office, he was the Director of Strategic Consulting and the Chief Financial Officer (CFO) for a certain group, showcasing his exceptional talent in corporate management and financial planning. He founded and led the Whale Group Asset Management Company in the United States for 15 years, successfully building high-end brands such as WhaleYacht and YAY AVIATION, focusing on providing clients with asset management services including real estate, yachts, and business aviation. Bobby holds a Master of Management degree awarded jointly by Tsinghua SEM and ENAC French Civil Aviation University. With his profound professional knowledge and extensive industry experience, he is committed to providing comprehensive asset management solutions for family offices.
service team
investment team
RECONCILIATION AND QUALITY CONTROL
Immigration and Study Abroad Team
Quality life team
