top of page

URCU&Urcu

Family Office

Where Family Values and Innovation Meet.

Why Join in Our Family Office?

Financial Services

By analyzing your family's financial situation, we create a plan that will help you achieve long-term goals. In addition, we provide support in growing and protecting your assets by creating special funds and investment strategies.

Family&Wealth Management

We provide services in various areas such as asset management, intergenerational transition planning and preservation of collections in order to ensure the long-term preservation of family assets and their transfer to future generations.

Configuration

Where families and companies face financial and operational challenges, we offer tailored solutions. Our services include financial situation analysis, debt and cash flow management, cost saving strategies, asset and investment portfolio structuring, family communication and management consultancy, improvement of operational processes and creation of investment strategies in line with sustainability goals.

Lifestyle Services

It includes a variety of specialized services offered by our family office. We offer a variety of services in areas such as travel, concert and festival planning, health and appearance services, motivational meetings and conferences, real estate planning and vehicle planning. We have a wide range of services for our customers, from travel planning and event organization to health consultancy and aesthetic applications.

Investment
Strategy

We aim to empower families to change their world.

We use the latest market trends and analysis to create investment strategies that best suit you. By taking into account all risks and opportunities related to your investments, we develop strategies that will help you grow your assets in the long term. Especially with the Diversification strategy, we provide the following benefits by enabling you to spread your investments across different asset classes, sectors, geographies and investment instruments.

  • ⁠Reduces risk

  • Optimizes yield

  • Creates a more stable portfolio

  • Provides more investment options

Our Services

Financial Services

Family&Wealth Management

Configuration

Lifestyle Services

“Success is not final, failure is not fatal: it is the courage to continue that counts.”

Winston Churchill

v2logo-urcuurcu.png

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

bottom of page