Companies offering Unified Managed Household

A Unified Managed Household (UMH) or Unified Managed Household Account (UMHA) is a professionally overseen portfolio that consolidates multiple family members' investment accounts to improve tax efficiency and asset allocation, with an account manager handling ongoing rebalancing to meet long‑term goals and risk tolerance, primarily serving high‑net‑worth households.

List of companies that offer Unified Managed Household

CompanyCountryIndustryEmployeesRevenueTechnologies
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United States

Hospitals and Health Care

15k

Unified Managed Household

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United States

Higher Education

15k

$772M

Unified Managed Household

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United States

Hospitals and Health Care

1.1k

Unified Managed Household

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United States

Hospitals and Health Care

274

Unified Managed Household

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United States

Hospitals and Health Care

3.2k

Unified Managed Household

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Netherlands

Hospitality

75

Unified Managed Household

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United States

Real Estate

41

Unified Managed Household

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Canada

Banking

97k

$32B

Unified Managed Household

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Spain

Higher Education

4

Unified Managed Household

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United States

Hospitals and Health Care

3k

Unified Managed Household

Showing top companies out of 154 that offer Unified Managed Household. Get the full list on TheirStack.

Frequently asked questions