We have no products to sell; our job is to assist you in making purchases. Our role is to work with your existing providers or to help find new ones so that your entire ecosystem collaboratively works towards achieving your family's financial goals and other service requirements.
UP has a wealth of resources in the broad field of wealth management, including investment, estate and tax planning, family governance, immigration planning and education, risk management, and data aggregation and reporting. Once we have identified the areas in which your family needs support, we collaborate with you to find solutions that are both cost-effective and efficient, focusing on both the short and long term. While each client is unique, our work can be divided into five main aspects of your financial life:
United Portfolio Mapping
Visually display your financial condition, including cash flow, balance sheet, and ownership roles, decision-making, and succession planning.
Strategic objectives and goals.
Family Governance + Education
Family values, mission, and decision-making structures.
Family meetings and business owner education.
Comprehensive Investment Planning
Define goals, determine asset allocation, analyze current investments, costs, and leverage.
Recommendations to optimize the portfolio and align it with family goals.
Portfolio construction and execution support, including reviewing "entry" investment concepts for clients.
Optimize Your Provider Ecosystem
Diagnostics of existing service providers.
Searching for new suppliers and negotiating fees.
Special Projects
Multi-generational legacy strategies.
Cross-jurisdictional holding structures.
Estate + Tax Planning
Focused on global families with multi-jurisdictional requirements.
Multi-generational legacy strategies.
Asset Allocation + Portfolio Construction
Asset allocation and portfolio construction tailored to meet your unique goals and preferences.
Execution support, including the review of "entry" investment concepts.
Procurement + Due Diligence
Macro perspective of the global investment committee.
Investment procurement and due diligence processes led by an internal investment research team.
Cost Assessment, Negotiation + Quality Control
Negotiating on behalf of clients and frequently securing preferential fees.
Monthly reconciliation to ensure all fee agreements are executed.
Value-Aligned Investing
Integrated into the overall portfolio level or within specific asset categories.
Access through public and private markets, domestic and global, and via passive or active management.
Oversight + Market Updates
Continuous monitoring and proposing changes as needed in response to manager performance, operational changes, or evolving market conditions.
Regular reports on macro outlook, manager commentary, and market updates.
Data Aggregation + Comprehensive Reporting
Review reports to ensure fees and costs are accounted for and financial documents are executed.
Custodian and financial institution "neutrality."
Capable of handling multi-currency liquidity and illiquid financial assets as well as non-financial assets.
Cash Sources + Uses
Continuously review all cash flows to assist in planning liquidity needs.
Transaction Reconciliation
Control and confirm the pricing of every transaction, review for errors and overcharges.
Monthly controls through bank statements to ensure that the commissions charged are in line with the pricing agreements.
Investor Immigration + Professional Immigration
Invest in new enterprises in targeted employment areas.
Outstanding talents, professional technical talents,
Study Application + School Visit Programs
School selection positioning, premium essay writing, mentor 1-on-1.
School appointments, communication with admissions officers, consultant explanations.
Overseas Medical Treatment + IVF In Vitro Fertilization
Authoritative doctors, disciplinary treatments, medical skills, medical environment.
