What is a Multi-Family Office?
UAS is a Multi-Family Office structured to provide comprehensive, interdisciplinary services for high net worth individuals and families. The Multi-Family Office design brings together under one umbrella expert advisors in such diverse fields as accounting, tax planning, financial planning, investing, philanthropy and even personal assistance. Our team collaborates to build and implement strategies for your family, which you have helped define, and manages the ongoing financial and business activities of your family. While the benefits of having a Family Office are obvious, most individual families do not find it cost efficient to employ an entire staff of specialists themselves, therefore the UAS Multi-Family Office allows a small number of high net worth families to aggregate their resources, control costs and access a higher level of expertise. With UAS, families receive objective advice in a highly customized, confidential, commission-free environment.
Service Offerings of UAS Family Office:
Your Family Office Executive oversees the coordination of your team of advisors, collaborating across the following disciplines:
Investment Management
- Traditional-Asset Investment Management
- Alternative-Asset Investment Management
- Private Equity Investment Management
- Cash Management
- Real Estate Oversight and Consulting
- Asset Allocation Consulting
- Art and Collectibles Management
- Aggregated Asset Reporting
Financial and Estate Planning
- Financial Planning
- Estate and Multi-Generational Planning
- Next-Generation “Stewardship” Training for Children
- Personal Document Organization
Tax and Bookkeeping
- Tax Planning
- Bookkeeping and Accounting
- Bill Paying
Business Consulting
- Business Management and Consulting
- IPO, Merger, and Acquisition Consulting
- Banking and Financing Consulting
- Legal Counsel Oversight
Lifestyle Services
- Concierge Services
- Privacy and Security Management Referral Coordination
- Acute Health Care Coordination
- Property Advisory
- Home and Auto Purchase/Sale Negotiation
Philanthropy Management
- Philanthropy Planning and Management
- Foundation Management
- Bookkeeping and Accounting
- Bill Paying
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WHY CHOOSE UAS FAMILY OFFICE?
Specialized Expertise
Only very experienced, highly educated and credentialed professionals have the opportunity to work for your family at UAS. Each has a specialization including tax planning and preparation, financial planning, estate and generational planning, traditional and alternative investing, bookkeeping, philanthropy, foundation management, business consulting, security and investigation, and even concierge services.
Uncompromised Objectivity Through Independence
No commissions are accepted for UAS Family Office Clients. We are compensated based on an agreed upon flat fee determined by the scope of services a family may require. This agreement removes the inherent conflicts of interest that arise in most other compensation methods. Additionally, UAS did not start with one dominant core family as some notable multi-family offices have. This avoids concerns of the "Original Family" receiving any priority treatment or advice. Lastly, we are not owned by any brokerage firm, bank, or other product-driven financial institution. Multiple relationships with asset-custodians (where investments are held), broker-dealers (where investment trades are placed) and banks are maintained for our clients to ensure the best service and cost mix is available.
Seamless Coordination of Advice
The UAS Family Office approach avoids the pitfalls encountered when multiple, unrelated advisors are employed by a family and the burden falls on the family to understand the interrelationship and impact of each financial decision. The most effective way to align the advice of the experts you employ is to bring them together in a family office, as we have at UAS, where communication is open and coordination of your "team" is driven by your Family Office Executive in a holistic approach.
Buying Power and Access
Access to institutional level investments (typically carrying much lower expenses) is available to UAS Family Office clients because the wealth of the families as a whole may reach the substantial minimum investment dollar amounts that are normally required.
Our Philosophy
Our philosophy is embedded in its commitment to a comprehensive approach in serving our clients at all levels. We do not believe in modular planning or piece-meal projects. Rather, we seek out those clients who desire a long-term relationship with their trusted advisor, which enables us to deliver total and complete planning for you and your family. Universal Advisory Services does not work with a high volume of clients. Instead, we work with a limited number of high net-worth families and foundations in a service-oriented approach. Our sole purpose is to provide objective, comprehensive advice and strategies that will allow you the maximum amount of support and growth.
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FAMILY OFFICE CLIENTS:
Our typical Family Office client has a net worth between $5 million and $200 million.
- Corporate executives with concentrated employer stock positions from ESOPs, stock options, or IPO events and/or pending retirement that will experience significant sudden wealth.
- Medical professionals wanting “medical-practice” consulting and overall wealth management advice ranging from personal and office administration to “exit-strategy” consulting.
- Entrepreneurs and Business owners in need of “Shadow” CEO, COO and CFO services and other business consulting needs including qualified retirement plan consulting, fraud investigation, business valuation and “exit-strategy” planning.
- Inheritors of wealth with a family office seeking advice or who have never had the benefits of a family office. Understanding the pressures placed on those individuals “carrying the torch” of the family wealth that previous generations may have built, ensuring that their children are good stewards of the family’s wealth and legacy, is one of our unique specialties.
- Athletes & Entertainers (See
UAS Sports & Entertainment Business Management)
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