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Family Office

  • Family Office Solutions

    DISCOVER A NEW HOLISTIC APPROACH TO MANAGING YOUR FAMILY WEALTH  

    For national business founders, entrepreneurs, athletes, and institutional clients, Ulin & Co. Wealth Management’s Private Client Group offers exclusive family office services and bespoke asset management through our NewEdge Wealth partnership affiliate team along with Fidelity and Schwab custodians, backed by a fiduciary standard. This collaboration provides tailored expertise to navigate the complexities of substantial wealth.

    GET STARTED

    Call (561) 210-7887, email jon.ulin@ulinwealth.com or complete the form below to schedule a no-obligation consultation with Jon Ulin, CFP®, founder and Managing Principal of Ulin & Co. Wealth Management (20+ years) along with our NewEdge Wealth partner team serving clients in South Florida and nationwide. Feel more confident about your wealth. Plan Your Best Life® to help achieve financial security and a lasting legacy. It’s never too late to take the first step or to get a second opinion. We look forward to talking with you soon. All questions will be answered! 

    **Powered by NewEdge Advisors and NewEdge Wealth: Ulin & Co partners with NewEdge advisors and NewEdge Wealth, both part of  NewEdge Capital Group that is a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm. The company is a division of EdgeCo Holdings, LP, which collectively services over $170B through various business lines and family offices.**  About Us.

    “If you want to go fast, go alone. If you want to go far, go together.” —African Proverb

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    MEETING REQUEST

    Meeting Request

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    FAMILY OFFICE TEAM (Ulin, NewEdge Wealth)

     

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    YOUR “CFO”

    • Big Picture: We act as the CFO and financial quarterback for your family, consolidating data from all trusted partners and ensuring seamless coordination across your CPA, attorney, bank/lender, trust company, insurance broker, and more. We also facilitate professional introductions as needed. Who’s managing your wheel?
    • Bespoke Portfolio Management: Our disciplined approach integrates strategic asset allocation, risk management, and a diversified investment selection to support sustainable capital growth. Our sophisticated fee-based strategies include cash equivalents, municipal bonds, domestic and international equities, structured notes, private credit, and private equity strategies.
    • Comprehensive Advice: Our holistic approach provides a complete view of your wealth, enabling your advisor and family office to connect the dots, align strategies, and organize your financial life—bringing clarity and peace of mind.
    • Service Commitment: As a client, you’ll have direct access to senior partners as your primary point of contact, ensuring prompt and personalized support. We prioritize consistent communication with scheduled monthly check-ins and comprehensive quarterly meetings to keep your financial strategy on track. Our goal is to serve as your dedicated “CFO” and long-term partner—guiding you today and for future generations, always with a fiduciary focus.
    • Exit Planning: Through our network we connect national business owners to our affiliate partner that provides a vast network of vetted investment banks and professionals to explore the best opportunities for selling their business. Whether you’re ready to exit now or simply preparing for the future, our team works with you to evaluate options, navigate tax implications, and create a financial strategy for the proceeds of your sale.  

     

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    BENEFITS OF A FAMILY OFFICE 

    • You own the office — It’s yours to keep for life. So, if you hire a new partner, nothing needs to change on your end. You just change the driver.
    • You only pay for what you really need. If you’re a family that likes to keep it simple, we keep it simple. If you have needs in one area over another, we shift that way.
    • You can customize EVERYTHING — from custody to investments, wealth management, legal, taxes, and more. from custody to investments, wealth management, legal, taxes, and more. We can partner with your financial team or provide referrals by request (CPA’s, attorneys, more.)
    • You can improve upon costs, time, reporting, customization and control – all while reducing administrative burdens over the following four areas from administrative services, investment solutions, wealth strategy to consolidated reporting. With our technology integration and client website portal, we will help keep you organized from your personal cash flow to live feeds of your accounts and assets.

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    Note: Our team, led by highly experienced advisors with nationally recognized credentials such as CERTIFIED FINANCIAL PLANNER™ professionals, understands that managing increased wealth brings unique complexities and stressors for every family. The goal of a family office is to help the family grow and protect its wealth, and to ensure that it is passed down to future generations in a tax-efficient manner. However, the challenges that increased wealth bring are unique to each family and each set of circumstances.   

    Financial Guides

    1 Top 13 Questions When Selecting a Financial Advisor
    2 Why You Need a Financial Advisor: Five Tips for Finding the Right One
    3. The Power of Financial Advisor Partnerships 

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    Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. NewEdge Capital Group is the award recipient. Ulin & Co. and NewEdge Capital Group, LLC are not affiliated entities. Learn More.

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