• Schedule a Consultation Now:

    (626) 469-8168

Family Office

We offer an extensive array of Family Office services designed to meet the needs and challenges of high-net-worth families. As we do in all our services, we tailor our offerings to fit your specific needs.

A Tailored Approach To Manage Your Family's Wealth

The goal of our Family Office practice is to streamline the administration and stewardship of your wealth. Our detail-oriented, knowledgeable team and trusted partners will work hand-in-hand with your various advisors and take over the day-to-day responsibilities of managing your family’s financial concerns. 

In addition to managing your investments, our team of experts and affiliates can provide customized reporting, family business succession planning, bill payment, payroll services and cash flow analysis, as well as consult on wealth transfer and charitable giving.

Let Us Help You Grow Your Wealth and Protect Your Legacy.

For more information about any of the products and services listed here, schedule a meeting today!