UpperCrust Wealth is a boutique wealth management company built on trust and experience offering bespoke solutions to create, manage and plan multi-generational wealth.
This is an extended arm of MyAdvisor (Smartlink Group) formed in the year 2000. UpperCrust is a Family Wealth Office advisory firm that serves Ultra-High Net Worth clients who get ultimate insights, exclusivity, and Individuality.
MyAdvisor has an AUM of 300+ Cr. in the wealth division and serves around 2500 plus families, 8000 plus retail clients through both Insurance and Investments portfolio of services.
The group has 35+ Qualified, Experienced Advisors including CMAs, CAs, CFAs, CFPs, MBAs, etc.
How UpperCrust functions as Family Wealth Office Advisory
Family offices are wealth management advisory firms that serve ultra-high net worth investors and provide financial advice and solutions. At UC Wealth, minimum Ticket Size,
- INR 50 million for Private Wealth Management
- INR 250 million for Family Wealth Office Services
UpperCrust acts as Wealth Management Advisory to serve Ultra-High Net Worth Investors and provides complete Financial Solutions for Growth and Protection of Assets.
UC Family office takes care of either a single-family wealth run by a family member or an appointed CFO who looks after one family's wealth or multi-family wealth run by professionals who serve more than one family or extended family.
UC Family Wealth Office advises on investments, Estate, Business, Tax, Legal, Insurance, Philanthropy, and even Lifestyle-related perspectives to clients.
While on-boarding with clients, the objective of the family office is defined clearly to ensure its smooth functionality.
We cater this facility typically to SME promoters having investible surplus; Listed Start-ups; C-suites Employees and Enterprising Personalities; Sports Person having limited earning life. We facilitate taking joint decisions of the family office functionality or as approved in a family council before executing the entire process from the formulation to implementation to constant monitoring.
MyAdvisor Finserv Pvt. Ltd. sister concern of UpperCrust Wealth Pvt. Ltd. is carrying a legacy in the field of Insurance advisory and all types of Insurance distribution for 20 Years and also promotes retail finance all over the globe.
