Family Office

Family Office Management

Private wealth coordination for families who demand clarity, control, and discretion.

Ulin & Co. Wealth Management serves ultra high net worth families, founders, entrepreneurs, and professional athletes with complex balance sheets and real decisions at stake. We work with clients nationwide, with deep roots in Boca Raton and South Florida.

This is not retail wealth management.
It is disciplined, independent, integrated, family office–style oversight.

• We act as your personal CFO.
• We simplify complexity.
• We protect control.
• We stay accountable long after the sale, liquidity event, or transition.
• We operate in a fiduciary capacity, putting your interests first at all times.

Our multi-family office platform coordinates investment strategy, tax planning, balance sheet design, business exit planning, risk management, and estate planning under one roof. We bring more than 20 years of continuity advising families through exits, second acts, and multi-generational decision making. No handoffs. No revolving teams. No institutional blind spots.

We are fiercely independent fiduciaries by design.
That matters when advice must be objective, customized, and free from product pressure.

Investment execution and advisory infrastructure are supported by NewEdge Advisors and NewEdge Wealth, a nationally recognized platform consistently ranked top in the country by Barron’s and Forbes. NewEdge Capital Group, a division of EdgeCo Holdings LP, oversees more than $170 billion in client assets across independent advisory firms and family office structures. This partnership provides institutional-grade resources while preserving independence at the advisor level.

Client assets are safeguarded through a multi-custodial structure with Charles Schwab and Fidelity Investments, designed for scale, security, and flexibility.

We collaborate directly with your existing CPAs, attorneys, operating partners, and internal finance teams. The goal is alignment. Across portfolios. Across tax strategy. Across business interests. Across generations.

You do not need another glossy pitch deck.
You need a firm that thinks like an owner, executes like an institution, and answers the phone.

That is what we do.

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GET STARTED‘

Our Private Client Group is designed for families with eight-figure balance sheets, liquidity events, and multi-generational planning needs.

Call (561) 210‑7887, email jon.ulin@ulinwealth.com, or complete the form below to schedule a private, no‑obligation private family office consultation with Jon Ulin, CFP®, Founder and Managing Principal of Ulin & Co. Wealth Management. With over 20 years of experience guiding affluent families in South Florida and across the U.S., we’ll help you gain clarity, confidence, and control over your financial life.

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Align Your Wealth with Your Vision—Start Now!

📞 (561) 210‑7887
📧 jon.ulin@ulinwealth.com
📅 Or complete the form below to request a private consultation

✔️ Check our our FAQ’s

✔️ Team Bio’s

Family Office Services for Boca Raton, South Florida and Nationwide

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Your Personal CFO- Managing Your Wheel 

• Big Picture Strategy
  We serve as your family’s CFO and financial quarterback—organizing your financial life and coordinating seamlessly with your CPA, attorney, lender, trust company, insurance team, and beyond. We can also facilitate professional introductions when needed. Our goal: to simplify complexity and make sure everyone’s pulling in the same direction.
• Bespoke Portfolio Management
  We take a disciplined, customized approach to asset management—anchored in strategic allocation, risk oversight, and multi-asset diversification. Our fee-based portfolios may include municipal bonds, equities (domestic and international), structured notes, private credit, private equity, and cash equivalents.
• Holistic, Coordinated Advice
  Our family office approach brings together every moving part of your wealth. From investment strategy and tax planning to estate design and liquidity events, we help connect the dots—so nothing gets missed, and every decision supports the big picture.
• Unparalleled Service and Access
  You’ll have direct access to our senior partners, portfolio managers and a consistent, white-glove experience. We prioritize monthly check-ins, detailed quarterly reviews, and clear communication—delivering the kind of proactive service most firms only promise.
• Exit Planning for Business Owners
  Through our national affiliate network, we connect entrepreneurs to vetted investment banks and specialists to help navigate business exits. Whether you’re ready to sell or simply planning ahead, we’ll help you evaluate your options, minimize tax exposure, and create a smart strategy for the proceeds.

Visit for more details:

Planning for Business Owners

 Total Team Approach (PDF) 

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What We Can Do for You

• Act as your financial quarterback—coordinating data and communication across your CPA, attorney, banker, trust company, and insurance providers.

• Provide a complete, unified view of your wealth—including key drivers of performance and areas of untapped opportunity.

• Introduce specialized professionals and solutions designed to serve families like yours—without adding complexity to your life. (attorneys, CPA’s, Trust Co’s, Lenders)

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Benefits of a Family Office

• You own the office
  Your structure stays intact—regardless of who’s managing it. You’re in control, always.

• You only pay for what you need
  We scale services based on your priorities. Prefer simplicity? We keep it simple. Need deep support? We adjust accordingly.

• You customize everything
  From custody to investments, tax strategy to estate planning—we work with your team or provide vetted referrals.

• You gain efficiency without losing control
  Reduce administrative burden while improving reporting, strategy alignment, and day-to-day organization.

• You get powerful tech integration
  Our secure client portal tracks everything in real time—from personal cash flow to aggregated account performance.

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Client Relationships Built to Last

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More Than Investing-Your Fiduciary Partner for the Long Run.

Our goal is simple: to help you live the life you envision—with clarity, confidence, and care. Most clients work with us for decades. Our average client tenure is over 15 years. We’ve also earned 20 five-star reviews on Google, reflecting our ongoing commitment to trust, transparency, and long-term results. Whether you’re a do-it-yourself investor,  or simply looking for a second opinion, it starts with one conversation. Let’s explore how we can help you simplify, grow, and protect your wealth.   

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📍 Visit our Boca Raton wealth management firm at 301 Yamato Road, Suite 3150 — or schedule a Zoom consult. Call today: (561) 210-7887.

Serving ultra high net worth families in Boca Raton, Delray Beach, Palm Beach, and throughout South Florida. We also work with founders, entrepreneurs, and multi-generational families nationwide.

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Experience You Can Trust

Our advisory team brings institutional-grade training and fiduciary discipline to complex family balance sheets.

• CFP® professionals with deep expertise in tax, estate, retirement, and investment planning
• CIMA® designation reflecting advanced portfolio construction and institutional risk management experience

We bring that depth of knowledge to every relationship—so your family office isn’t just coordinated, it’s truly empowered.

 Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Ulin & Co. Wealth Management & NewEdge Capital Group, LLC are not affiliated entities. Learn More.