UMANA

Overview

Founded in 2018, UMANA works with technology founders, influencers, conscious athletes, celebrities, and other purpose-driven individuals. The firm brings together traditional wealth management, venture capital, socially minded investing, and broader strategic guidance.¹²

History

Co-founders Bá Minuzzi and Sophie Durey launched UMANA to support newly wealthy clients seeking financial guidance, strategic support, and impact-oriented investing.²

Leadership

Bá Minuzzi and Sophie Durey are UMANA’s co-founders.²

Services

UMANA combines wealth management with trusted-advisor services, a house of funds, and a venture studio. Its work spans traditional wealth management, venture capital, and socially minded investing.¹²

The firm also helps clients develop their missions and identities and supports projects including podcasts, venture funds, and collaborations.²

What the firm offers

• Private and alternative investments

Client focus

UMANA serves clients whose wealth, public profile, entrepreneurial activity, or personal mission calls for coordinated financial and strategic support. Its stated client base includes technology founders, influencers, conscious athletes, celebrities, and other purpose-driven individuals.¹

Approach

UMANA views personal influence as part of a client’s overall wealth and advises clients on how to understand and use that influence alongside their financial resources.²

Assets and minimums

UMANA’s reported client wealth range is $1 million to $100 million.²

FAQs

Related resources

• LocationMultifamily offices in San Francisco

  This San Francisco directory helps a wealthy family or business owner compare local multifamily office options. It provides regional context for assessing how firms may address private and alternative investments, trusted-advisor needs, and the complexities of serving influential clients.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related planning topics. A reader considering UMANA can use these materials to prepare questions about how estate structures may fit with private investments, family priorities, and long-term decision making.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners can use it to explore governance and succession questions that may shape their search for advice covering private investments, family wealth, and purpose-driven support.

• GuideData privacy and security with an MFO

  This guide explains data privacy and security issues that families should discuss with a multifamily office. It can help UMANA prospects in San Francisco prepare questions about protecting sensitive financial information connected to private investments and trusted-advisor relationships.

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  These profiles of AG Asset Advisory, LLC, Andina Capital Management, LLC, and C.M. Capital Advisors, LLC provide comparison points on this site. Reviewing them may help a family or business owner clarify preferred services, client focus, and approach to private and alternative investments.

Sources

1. UMANA Family LinkedIn profile
2. Worth: “A New Kind of Family Office”

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.