Family Office Solutions
As seasoned investment professionals with years of relationship experience, Ulrich understands the complex needs of family offices. We strive to maximize the success of our clients’ investment portfolios, across asset type (equity, fixed income, alternatives, 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.
While we share the common goal of portfolio growth, we also work closely with our clients’ estate and tax advisors. This helps us ensure that portfolios support tax and estate planning.
Ulrich provides consolidated performance reports that are comprehensive and customized. These are available through a secure, online portal, which also allows our clients access to all of their financial assets no matter where they’re held. In addition, this portal serves as a digital archive for important documents, such as wills, partnership and trust agreements, insurance policies, etc. — providing continuity for family members and service providers.
- 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 Analysis and Design
- Trustee Services
- Securities and Asset-Based Lending
- 1031 Exchange
- Concierge Services