Family Office Solutions

As seasoned investment professionals with years of relationship experience, with your permission we work closely with your estate and tax advisors. This helps us ensure that your investment portfolio will support your tax and estate planning. Ulrich also offers comprehensive customized consolidated performance and reporting services, which allow our clients’ online access to all of their financial assets through a single, secure portal, no matter where their assets are held. In addition this portal services as a digital archive for important documents, such as wills, partnership agreements, insurance policies, etc. – providing continuity for family members and service providers.

We strive to maximize the success of your investment portfolio, across asset type (equity, fixed income, cash, etc.) and entity location (trusts, LLCs, family foundation, retirement accounts, etc.). Our approach considers details that most firms overlook; we provide investment education, wealth planning, charitable giving, and family governance advice to form a holistic perspective.

Services include:

  • Investment Management, Asset Allocation, and Alternative Investments
  • Wealth Planning, Preservation, Transfer, and Philanthropy
  • Liquidity Event Management – Business Sale, Initial Public Offering (IPO), etc.
  • Concentrated Stock – Monetization and Hedging Strategies

And with the alliances and contacts that we've built over decades, we bring points of contact — and relationship depth — in other areas. These include:

  • Insurance Services
  • Lending
  • Aircraft Consulting — Selection and Acquisition, Management and Charter Services