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

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
  
 
 Ian Goldbaum 
 
07/05/2026
 
 
  
I have worked with Jon Ulin, CFP, and his team at Ulin & Co. Wealth Management in Boca Raton for nearly 10 years.

After decades running my own medical practice, I value consistency and accountability. Jon and his team deliver that in every interaction.

Markets have had their ups and downs, but his disciplined approach has produced steady results and peace of mind. As I approach retirement, having a trusted fiduciary focused on long-term outcomes, risk management, and comprehensive planning has been critical.

I highly recommend Jon and his team to anyone seeking an experienced, independent wealth management firm in Boca
Dr Ian
  
 
  
 
 
 
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 vpiorro 
 
04/05/2026
 
 
  
We’ve been with Jon and his team since we met shortly after we moved to South Florida in late 1998. Since then, he has managed a significant portion of our financial portfolio and in the process, we’ve built a solid professional relationship with complete trust and confidence in his management of much of our financial assets. So much so that when I retired from the corporate world in 2017, we placed the majority of the remaining portfolio under his management with total confidence. We freely recommend Jon’s services whenever the opportunity arises and to anyone looking for a long-term relationship with a well-informed, knowledgeable and trustworthy CFP certified Financial Advisor.
Vic & Mayra
  
 
  
 
 
 
 Posted on Google  
  
 
 Debi Caron 
 
01/05/2026
 
 
  
Working with Jon Ulin and his team at Ulin and Company Wealth Management has been an exceptional experience. From the very beginning, we’ve felt confident that our financial future is in capable and caring hands. Jon brings a thoughtful, knowledgeable approach to every interaction and truly acts as a steady hand in what can often feel like a volatile and uncertain market. His guidance gives us both clarity and peace of mind.

Proactive & Responsive: Their team is incredibly responsive. Whenever we have a question about our investments or a life change, they respond promptly with thoughtful, well-considered advice. We never feel like just another client—they consistently take the time to understand our needs and priorities.

We also want to recognize Melissa Grochal, who has been a tremendous asset to the firm. She is dedicated, thorough, and consistently excellent with follow-through. Her professionalism and attention to detail make a meaningful difference in our overall experience.

Together, Jon Ulin and his team at Ulin and Company Wealth Management provide a level of service, trust, and expertise that is truly outstanding. We highly recommend them to anyone looking for a knowledgeable and dependable financial partner.

Michael and Debi Caron
  
 
  
 
 
 
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 Stephan Slovin 
 
30/04/2026
 
 
  
We have known Jon for 18 years.  Jon’s is a Certified Financial Planner (CFP).  His independence of his business and the detailed attention to the financial environment allows Jon to make the best choices for each of his clients.  Jon provides a concierge style of service to us and has always communicated our status in timely update meetings.  His news letters allows us to see what is happening in the market and where he believes the markets are moving.

Jon has many contacts for us to leverage in adjacent personal planning including estate planning, long term care and even support for real estate financing methods to meet our needs.

While there are always highs and lows in the markets, Jon works hard on his approach to a consistent, diversified long term strategy, to minimize the lows in a down market while achieving reasonable gains resulting in our net wealth increasing over the long term.
  
 
  
 
 
 
 Posted on Google  
  
 
 Ken Volpp 
 
23/03/2026
 
 
  
Jon Ulin was recommended to us by our dear neighbor, whose husband oversaw IBM’s pension plans—so if they trusted him with their money, we figured it was well worth meeting him. We’re so glad we did.

We’ve now been working with Jon for more than 15 years, and we have complete trust and confidence in him. His knowledge, experience, and foresight have given us real peace of mind when it comes to our financial future.

As a fiduciary advisor, Jon consistently puts his clients’ best interests first. He’s always honest, transparent, and proactive in his communication, keeping us informed throughout the year about our investments and any changes in the market.

It’s rare to find someone who combines this level of expertise with genuine care for their clients. We highly recommend Jon and the entire team at Ulin & Co.
  
 
  
 
 
 
 Posted on Google  
  
 
 Pedro Oncken 
 
21/03/2026
 
 
  
My wife and I have been partnering with Ulin & Co for more than 7 years. We are very happy with every aspect of our relationship, especially with Jon’s knowledge, frequent communication, and financial returns. Jon has done a great job managing our investments.
  
 
  
 
 
 
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 Marla M 
 
13/03/2026
 
 
  
Jon is wonderful to work with, and Melissa is always helpful in keeping everything organized and running smoothly. They’re professional, responsive, and always take the time to provide clear guidance and support. I truly appreciate their help and would highly recommend them to anyone looking for a great wealth management team.
  
 
  
 
 
 
 Posted on Google  
  
 
 Juan Rios 
 
29/01/2026
 
 
  
My wife and I are very satisfied with the financial services prvided by Mr. Ulin.  He is an expert in his field who provides sound advice in a manner that is clear to understand.  Financially, we are already benefitting from our partnership with Ulin & Co.
  
 
  
 
 
 
 Posted on Google  
  
 
 Michelle Zilberfarb 
 
03/01/2026
 
 
  
My family and I have used Jon for over 20 years and have had a wonderful experience. He communicates regularly, very knowledgeable and has done a great job managing our investments.
  
 
  
 
 
 
 
    
 
 

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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.