Who We Serve

UP serves families and existing family offices. As a family office company, our mandate can be as limited or as extensive as needed. With decades of experience working with families and family offices, we understand that needs can vary greatly, and every mandate is as customized and specific as your family itself.

We play three main roles in our collaboration with clients:

Our services can be customized to assist with special projects, provide ongoing support for specific areas, or offer truly tailored solutions to help families establish their own family offices.

It's not about us—it's about you. Every service we provide is tailor-made according to your needs, with the aim of helping you manage your wealth with confidence.