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Family&Wealth
Management

Family Assets Management

As a family office, we offer you a tailored wealth management service to protect and grow your family's assets. We work with our expert team to preserve the value of your assets in the long term and pass them on to future generations of your family.
 

Our services in this field:

Separation of family assets from the business  •

Consolidation of family assets  •

Succession planning  •

Share transfer and parting ways in partnership  •

Supporting the planning of new investments  •

Transition Planning Between Generations

As a family office, we provide generational transition planning services to ensure that your assets and family are transferred smoothly to future generations.
Our services in this field:

  • Creating a family constitution and family rules

  • Ensuring family communication and coordination

  • Training family members on asset management

  • Planning the asset transfer gradually

  • Transfer of knowledge and experience from previous generations

  • Training planning for new members

  • Ensuring gradual transfer of responsibility

Preserving Collections and Artworks

As a family office, we offer a comprehensive range of services to protect your valuable collections and works of art. We ensure that your collections and works of art maintain their value in the long term and are passed on to future generations.
 

Our services in this field:

  • Valuation: We determine the current value of your collections and works of art by experts.

  • Insurance: We ensure that your collections and works of art are insured against loss, theft and damage.

  • Storage: We ensure that your collections and works of art are stored in specially designed and air-conditioned warehouses.

  • Transportation: We ensure that your collections and works of art are transported safely and insured.

  • Restoration: We ensure that your collections and works of art are restored by experts.

  • Exhibition: We ensure that your collections and works of art are displayed safely and aesthetically.

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Where Family Values and Innovation Meet.

Contact

Address

500 Terry Francine St 
San Francisco, CA 94158

© 2024 by URCU&Urcu Family Office. Powered and secured by prosstudio

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