Single Family Offices
With our support of single family offices, we are intimately familiar with the specific challenges you face. For existing family offices, UP often acts as a resource for special projects or provides long-term support through specific services. Typically, we assist families in understanding when and how to establish their own family offices.
No matter in what capacity you need our services, you can still maintain control over the daily affairs of your family office.
We help family offices answer questions such as:
When should we engage the next generation of wealth owners?
How do we track, monitor, and report on investment performance?
Should we seriously consider all internal investments or outsource them?
How can we ensure an efficient and effective transfer of wealth across generations?
How do we ensure that our family's providers work for us and are in sync?
What is the best way to access private investments?
