Multi-Client Family Office

Wealth. Life. Harmonized.

Preserve Your Legacy and Empower Future Generations

Building wealth is a journey, but ensuring it transcends generations requires specialized expertise that goes beyond financial planning. It involves deep questions about legacy and shared values, as well as countless details and strategies to sustain wealth, invest it, transfer it efficiently and prepare loved ones for the responsibilities of inheritance.

At Upwisery, we understand that family wealth is the foundation for your family’s present and future, a legacy you want to nurture and pass on with purpose. We can help establish a clear vision of what the family hopes to achieve, foster greater communication and sustain wealth across generations by working closely with families and their staffs to ensure the family office is delivering the best planning practices and administering sophisticated wealth strategies in the most efficient manner.

Regulatory Information, Investor Charter, & Grievance Redressal

Status of Investor Complaints

Uniquely Positioned to Help You

Project Insurance

Group Insurance

Operational Insurance

Specialty Insurance

The Trusted Voice You Can Rely On

Risk
Assessment

Analysing your current risk portfolio, identifying coverage gaps, and recommending assessments to improve safety measures and standards.

Risk Mitigation &
Transfer Strategy

Formulating strategies using existing covers, latest assessments, and our three-decade expertise to ensure optimal risk coverage.

Cost Effective
Coverage

Securing cost-effective coverage with optimal protection by leveraging strong insurer relationships.

Claims Support &
Post-Loss Assistance

Assisting with loss reporting, coordinating with insurers, and ensuring timely claim settlements.