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United PORTFOLIO


UP STANDS FOR UNITED PORTFOLIO

UP stands for United Portfolio

We assist families in managing their family united portfolios as well-managed enterprises.

In our collaboration with affluent families, we have observed that families who successfully maintain wealth across multiple generations manage their investment portfolios and create wealth as if they were managing a business.

Watch A family office is a better way

The benefits of managing wealth like a well-run business include:

  • Clearly defined wealth objectives and a long-term strategy for managing wealth.
  • A clear understanding of each person's role in managing family wealth.
  • Financial products and related services that are suitable for you, purchased from the right providers at the right price.
  • Easy-to-understand financial statements and reporting functions that allow you to measure progress towards your goals and make decisions with clarity and confidence.
  • An effective decision-making process and a transparent governance structure.

Where do I start?

Firstly, treat your wealth as a business—begin by extensively mapping out all its components and answering a series of fundamental questions:

As a family, who are we?
What do we own?
How do we own it?

Answering these questions can serve as the starting point for your wealth management career.

 

Step 1: Understanding the Current Situation

Ask any successful entrepreneur about their profits and losses, and they'll likely be able to tell you precisely. Income statements, balance sheets, cash flows—all of these report and provide key information for any thriving business. Why shouldn't affluent families use the same tools to manage their wealth businesses? The first step in establishing your well-aligned United Portfolio is to gather a set of reliable financial statements to comprehensively understand where you are now, where you want to go, and the goals you want to achieve.

Step 2: The Three Main Components of Wealth Management

The aspects to consider include: financial management, financial planning, estate and tax planning, investment advisory, and risk management.

To ensure that your mapping is comprehensive, outlining the typical wealth management activities that most families need to manage their wealth may be helpful. The aspects to consider include: financial management, financial planning, estate and tax planning, investment advisory, immigration consulting, and risk management.

The third and most critical component involves the potential meaning and purpose of your wealth. How your family makes decisions, prepares for succession, and educates the next generation of wealth owners are all foundational aspects that need to be established. Although they are important, many families have not explored these areas. Once you have identified all the most important information in your United Portfolio, you can more easily understand which areas need to be addressed and improved.

 

Once you have identified all the most important information in your United Portfolio, you can more easily understand which areas need to be addressed and improved.