Family Offices in California

The US-based single-family office of Peru's Brescia Cafferata family, founded in 2017 to manage the diversified fortune derived from Grupo Breca's mining, banking, and real estate interests. Previously known as BC Finco Advisors, B1 Capital Partners deploys capital across venture capital, growth equity, and buyout opportunities from its Lake Forest headquarters.

Originally formed to manage a west coast family office's real estate portfolio, Beverly Park Group focuses on real assets that produce immediate cash flow and optimal capital preservation. BPG employs a value investing strategy, acquiring assets that are undervalued, underutilized, or mismanaged, then creating appreciation through better operational management. The firm sources deals directly and off-market, selectively managing capital for institutional and private investors.

An international single-family office of impact and technology professionals based in Amsterdam with a California presence. Blink Impact manages projects aimed at catalyzing systemic change across impact investing and technology sectors, focused on positive environmental and social outcomes.

C.M. Capital has provided investment management to the Cha Family and affiliated companies since 1969, managing real estate and alternative assets through its subsidiary C.M. Capital Advisors established in 2007. Part of the Cha Group, a Hong Kong-based conglomerate, CMC focuses on real estate, venture capital, PE, and hedge funds with over 45 years of investment management experience. Based in Silicon Valley.

An independent family office founded in 2005 for a California Central Valley family, now serving select multi-family relationships of $20M and above. Certis manages about $28M in discretionary and $156M in non-discretionary assets as of December 2024. The senior team spans equity and fixed income management, PE, venture capital, real estate analysis, estate planning, and generational wealth transfer. Based in downtown Santa Barbara.

The multi-generational family office of Andrew and Peggy Cherng, founders of Panda Express and Panda Restaurant Group. Established in 2001, the trust pursues a family-owned, long-term, flexible approach to wealth management through direct PE and fund investments across all industries alongside active real estate operations spanning retail, office, industrial, hospitality, and multi-family.

Good Family is a Lake Forest-based single-family office managing about $100M in assets across diversified holdings. The firm keeps a low public profile consistent with its single-family structure.

The Meyer family are impact investors, philanthropists, farmers, and winegrowers committed to regeneration in Napa Valley. The organization focuses on ventures and projects supporting planetary and societal regeneration, combining wine production with impact investing and charitable initiatives.

A multigenerational family office established in 2009 providing tax and estate planning, asset allocation, and management of direct investments across real estate, securities, PE, and lending. The portfolio includes residential and multifamily real estate development, trust deed mortgages, public securities, and early and growth-stage private companies.

Founded and funded by Tim Babich, Nexxus Holdings takes a long-term, fundamentals-based approach to investing in both public and private companies. The firm focuses on businesses using technology to create efficiencies, making both minority and control investments across public and private markets.

Optivest manages about $320M across discretionary and non-discretionary assets as of December 2024. Founded by Mark Van Mourick and now led by President and CEO Leslie Calhoun, the firm serves select individuals and families in Southern California with true wealth management through its OptiPlan process -- coordinating investments, estate planning, tax planning, and concierge-level family office services including art collection management and lifestyle coordination.

Founded in 2016 by former family office CIO Kevin Murphy and a veteran insurance and planning specialist, Provenio Capital provides process-driven access to alternative investment strategies across hedge funds, PE, venture capital, real estate, and direct deals. The firm serves entrepreneurs, family offices, and UHNW individuals with flexible, tax-efficient strategies spanning both traditional and alternative allocations.

A diversified investment holding company and family office with global interests across technology, financial asset management, sports management, agribusiness, philanthropy, and real estate. Based in Menlo Park, the firm pursues direct investments and partnerships with leading investment managers across its broad portfolio.

Tarbox manages over $1B for about 100 client families. A fee-only registered investment advisor founded in 1985, the firm provides full financial planning, investment management, and sophisticated estate and tax strategies. Active in PE and private real estate. Fully independent with no product sales or commission structures. Offices in Newport Beach and Scottsdale.

Tarsadia makes high-conviction investments of $5-75M across multiple stages and asset classes in category-defining companies globally. A multibillion-dollar private investment firm founded in 1976, it combines permanent capital with institutional-scale execution. The management team brings 25+ years of experience as developers, operators, and investors in hospitality real estate and net leases. Offices in Newport Beach and New York.

A closely held private family investment fund established in 2009 that invests through market long-short synthetics and provides investment education via derivatives-based approaches. The fund operates from Long Beach, California with a focused strategy around options and derivatives.

Led by Twila True, this privately held family office invests across clean energy, infrastructure, real estate, media, fashion, and consumer goods through direct portfolio company ownership and tribal partnerships. Operating businesses include Jet Bank, Volume Studios, and Twila True fine jewelry alongside infrastructure and tribal energy projects.

Watson Family Investments has deployed roughly $2.5B across 25 companies over 20 years in aerospace, defense, and industrial manufacturing. Founded by Derek Watson and the late Noel Watson, the firm targets control equity investments, corporate carve-outs, and growth capital in companies with $20-100M revenue and $3-10M EBITDA.