As a family office advisor, we assist you to plan, setting up and managing your very own family office. Family office advisory includes setting a family governance plan, making a decision about your wealth holding structure, family estate planning, and managing your hard-earned wealth for a long-term perspective to create a legacy for your family. We help you in the journey towards a robust yet flexible family office for you.
We at UpperCrust act as catalysts for those who have achieved various milestones by accumulating wealth in their entire life and would like them to grow without muddling into tax and compliance-related issues involved especially managing their estate, assets, and wealth. This journey will take you from the initial stages of identifying the need for a family office, understanding the platform and process, right down to creating a structure for the governance & Philanthropic platform, investment management, and surrounding it with a robust Risk Management infrastructure.
As a custodian of your wealth, we strongly believe in the process-led execution when it comes to designing your Family Office. We create a strategy map for your investment requirements with the allocation of assets that suit your long-term financial needs. We follow our investment guidelines to formulate strategy and hold a scholastic approach to applying diversified strategy by carefully selecting Fund managers be it domestically or globally with the optimum level of due diligence in place.
INVESTMENT ADVISORY
Our professional team has a strong domain on respective assets classes as to how to park funds to get maximum return with minimum volatility.
CONSULTING SERVICES
We hold a holistic approach to our client's entire financial planning needs, and we formulate the process by validating alternative options and closely monitoring our consulting practices.
ESTATE PLANNING & ADVISORY
We at UC Wealth, conduct proper due diligence to smooth out the process especially executing estate planning. We know that estate planning is one of the core areas of someone else's life. We initiate the entire process by articulating the family's long-term goals however in a transparent manner. The entire gamut of services comprises validation of documentation, tax planning, insurance planning, etc.
INSURANCE & CONCIERGE PLANNING
We understand that insurance is one of the indispensable tools which can be used as risk management by protecting the entire family. We design the process by articulating the family's needs. We administer concierge planning by preserving the family's assets.
HEDGE FUND INVESTING
We analyze various investment assets by executing optimum trading strategies that meet the client's investment objectives. We have a team of experts that closely monitor domestic & global markets by incorporating thorough research.
SUCCESSION PLANNING
Succession Planning is one of the important tasks that each client would like to be in their family in a flaw-less manner. We at UC Wealth assist our clients to organize their succession planning by understanding their needs completely.
START-UP & VC/PE OPPORTUNITY
We help our clients evaluate the best investment opportunity to invest across selected fund houses. Venture Capital and Private Equity are considered to be the best asset classes offering tremendous returns while mitigating risk. We have a team of experts who hold a top-down approach by analyzing economy to industry to a particular asset class. We also assist our clients to evaluate the most promising opportunity lies with Startups by summarizing their strong fundamentals.
We actively focus on Environmental, Social, and Governance issues as the mainstream of our advisory services. The investors and family offices consider this as the core of their interest and would like to incorporate them while investing with assets. Our assets selection process is initiated by identifying the ESG framework which we consider the core of practice.
