Overview
A commitment to excellence in investment management, wealth planning, and client service has been our focus and reflects our overarching mission: to provide peace of mind for generations.
Privately Owned and Independent, Ubium Investment, Inc., is a multifamily office that has serves individuals and families of substantial wealth. Through comprehensive investment management, wealth planning, and family office services, we help our clients achieve peace of mind for generations.
Consistently recognized as a leading multifamily office, we provide highly personalized advice and service our clients know they can depend on. We take the time to understand each of our clients’ objectives in order to deliver long-term, fully integrated solutions that help them:
- Protect their lifestyles through economic cycles
- Increase their wealth beyond taxes, inflation, and fees
- Manage their day-to-day financial complexities
- Transfer their wealth across generations and fulfill their philanthropic goals
