WHO WE ARE

UP Family Office is an independent investment management firm that serves high-net-worth families and family offices. Our approach is informed by our collaboration with families of diverse backgrounds, enabling us to share purchasing power, networks, and best practices with the families we serve.

As an advocate for a collective investment portfolio for American family offices, UP adheres to a strong investment culture that prioritizes client interests, emphasizes transparency, and operates a business model free from product or service provider incentives. Our collective investment services do not generate sales-based compensation, thus eliminating conflicts of interest with our clients. Because we do not sell products, we have no hidden sales agendas, aligning our interests with the families we serve.

Our Story

UP Family Office originated from the concept of UP STANDS FOR UNITED PORTFOLIO, a collective investment portfolio.

BOBBY, our co-founder, previously served as the Director of Strategic Consulting and CFO of a group. In the US, he successfully established a yacht asset management company for 15 years and also operated a business aviation firm for 5 years. Through these businesses, he built long-standing relationships with affluent families globally. As times evolved, these families increasingly sought professional and systematic management of family wealth, as well as education and immigration solutions for the next generation. To meet these needs, BOBBY founded UP Family Office, an independent institution specializing in asset management, operating on a fee-only model.

Today, UP exclusively serves high-net-worth families interested in investing in the United States, including some that are fully outsourced family offices; we provide support to their single-family offices. Our company offers paid consulting services to enhance the capabilities of family collective investment portfolios, aiming to grow family wealth.