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Uplevel By Design

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A multi-family office for self-made business owners, offering coordinated wealth architecture services.

Last updated September 2, 2026

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Nov 4, 2026
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Nov 4, 2026

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Overview

Uplevel By Design, LLC is a multi-family office that serves U.S. self-made business owners earning $250K to $25M+ a year. It offers coordinated services including bookkeeping, fractional CFO, tax preparation, professional asset management, and insurance placement, delivered by a team of multi-credentialed experts. The firm was founded by Edward Collins, who also serves as President & CEO.

History

Uplevel By Design, LLC is a multi-family office founded by Edward Collins, who is also its President & CEO. The firm was formerly known as Uplevel Entrepreneur. It provides coordinated wealth architecture services for self-made business owners.

Sources4 sources

  1. 1Multi-Family Office for Self-Made Business Owners | Uplevel By Design, LLCuplevelbydesign.com
  2. 2Edward Collins, JD, CFP®, AAMS, RFC | Uplevel By Design, LLCuplevelbydesign.com
  3. 3Done For You Professional Servicesuplevelbydesign.com
  4. 4Uplevel By Designwikidata.org

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