Family Office

Family Office Management

Private wealth coordination to simplify complexity, preserve control, and protect your legacy.

The Ulin & Co. Wealth Management Private Client Group serves national founders, entrepreneurs, athletes and multi-generational families. Coverage includes Boca Raton, South Florida and national businesses. Multi-family office services, investment strategy and custom asset management are delivered with 20+ years of client continuity and exit planning experience.

Investment execution and advisory coordination are powered by NewEdge Advisors, a Barron’s Top 100 and Forbes-ranked independent RIA platform. Client assets are safeguarded with multi-custodial support through Charles Schwab and Fidelity Investments. Planning collaboration extends directly to existing CPAs, legal counsel, operating partners and internal finance teams to bring alignment across portfolios, tax strategy, business transition, risk mitigation and legacy planning.

Services include:
• Multi-generational wealth coordination
• Business exit and succession planning
• Retirement income design and timing
• Tax strategy and balance sheet analysis
• Asset protection structuring
• Estate and legacy planning

Long-term goals are supported through custom portfolio management, structured retirement distribution frameworks, tax optimization models, and advanced planning built for owners of family capital, private companies and national enterprises.

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GET STARTED‘

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

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We proudly partner with NewEdge Advisors and NewEdge Wealth—recognized by Barron’s and Forbes as a top RIA platform supporting independent firms like ours. NewEdge Capital Group, a division of EdgeCo Holdings LP, oversees more than $170 billion in client assets across business lines and family offices.

✔️ Check our our FAQ’s

✔️ Team Bio’s

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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.

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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.

Location:

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Experience You Can Trust

Managing significant wealth brings unique complexities—and no two families face the same challenges. From multigenerational planning and exit strategies to tax efficiency and legacy protection, our goal is to help you grow, preserve, and pass on your wealth with clarity and confidence. Our team is led by highly experienced advisors with nationally recognized credentials:

• CERTIFIED FINANCIAL PLANNER™ (CFP®):
  A mark held by just over 95,000 professionals in the U.S., requiring rigorous education, multi-year experience, and a fiduciary commitment. CFP® professionals are trained across retirement, tax, estate, and investment planning.

• Certified Investment Management Analyst® (CIMA®):
  Held by fewer than 11,000 professionals globally, the CIMA® is often compared to a Ph.D. in investment consulting. It signifies advanced expertise in portfolio construction, risk management, and institutional-grade investment strategy.

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

Always go with a CFP^® pro  

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

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.