Family Offices in California

A wealth management firm serving individuals and families seeking long-term financial security through integrated investment management, wealth planning, family office services, and endowment and foundation advisory. Based in Napa, California, the firm provides institutional resources with a personal advisory approach.

A Newport Beach-based wealth management and family office services firm providing advisory services to multiple clients. The firm offers personalized wealth management solutions from its offices at 5000 Birch Street, Newport Beach.

A registered investment advisor providing integrated wealth management services including investment management, financial planning, tax advisory, and estate planning to high-net-worth individuals, business owners, physicians, and families. The firm operates under the wealthadvisors.com domain with offices across the western US including San Diego, Carlsbad, and Portland.

A Santa Barbara-based wealth management firm focused on growing and protecting wealth for its clients. The firm provides advisory services to multiple clients with a personalized approach to wealth management and financial planning.

A registered investment adviser providing comprehensive financial solutions to affluent families and entrepreneurs across multiple generations, with services spanning wealth management, investment management, retirement planning, tax planning, and estate planning. Led by CEO Rob Santos, the employee-owned firm operates with no account minimums across offices in California, Virginia, Michigan, and Washington.

An independent, employee-owned wealth management firm serving high-net-worth families and individuals with $17 billion in assets under management across ten US locations. The firm provides comprehensive financial planning, investment management, tax planning, and estate planning through a multi-family office model with a globally diversified, value-oriented investment approach.

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.

A wealth management and fiduciary advisory firm combining financial expertise with biblical wisdom, serving over 11,000 individuals and families with $62 billion in assets under management across more than 20 US cities. The firm provides comprehensive financial planning, investment management, trust and estate services, and family office solutions with specialized services for athletes, entertainers, and nonprofits.

A wealth management firm providing comprehensive advisory services to entrepreneurs, VC/PE professionals, executives, and family offices through a four-phase engagement approach including investment planning, estate planning, and portfolio review. The firm has partnered with Lido Advisors and operates from Menlo Park, California.

A combined CPA and financial advisory firm founded in 2020 offering integrated wealth management, tax planning, and investment strategy services to tech workers, executives, and business owners in California. The firm emphasizes a single team managing finances, investments, and taxes together from its San Mateo headquarters.

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.

A privately owned multi-family office providing financial planning and investment services fully aligned with clients' vision for ultra-high-net-worth clients. The firm emphasizes independent, aligned wealth management for families seeking sophisticated, personalized guidance.

An innovative multi-family office serving ultra-affluent families in Silicon Valley for over 25 years, founded as a successor to myCFO operations and led by Managing Partner Ron Gong. The firm provides comprehensive wealth management including tax planning, estate strategy, philanthropy, and lifestyle management through fully integrated advisory teams from its Mountain View headquarters.

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.

An industry-ranked wealth management firm operating as both a multifamily office and registered investment advisor, founded in 2014 to serve entrepreneurs, business leaders, and high-net-worth families with independent, fiduciary financial guidance. The firm offers family office services, tax strategies, alternative investments, legacy planning, and outsourced CIO services.

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.

A registered investment advisory firm providing customized investment management for high-net-worth investors and institutions, integrating comprehensive wealth advisory with access to institutional alternative investments. Managing partners invest alongside clients on the same terms, emphasizing alignment and transparency.

A multi-family office and private wealth management firm founded in 2013, managing over $237 billion in assets under management and administration for entrepreneurs, CEO founders, and ultra-high-net-worth families across 23 US offices. The firm provides comprehensive family office services, wealth management, trust services, and business exit planning as a fiduciary advisor.

A multi-family office serving successful multi-generational families with investment strategy, tax-efficient approaches, and legacy planning, positioning itself as offering institutional quality services without the institutional complexity. Led by Douglas Curtis Allen, the firm emphasizes personalized service for affluent families seeking sophisticated guidance.

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.

An SEC-registered investment advisor offering bespoke investment portfolios and comprehensive wealth management services to multiple high-net-worth families, with expertise in risk mitigation and diversification strategies for clients with concentrated positions. The firm operates from Mill Valley and Palm Desert, California, primarily serving the San Francisco Bay Area and Coachella Valley.

A wealth management firm formerly operating as Hall Capital Partners that has merged into Pathstone, a multi-family office providing comprehensive investment advisory and family office services to ultra-high-net-worth families. The combined firm serves multiple client families with sophisticated investment management and family governance services.

A wealth management and investment advisory firm serving multiple clients in the San Francisco Bay Area with a personalized approach to high-net-worth financial management. The firm provides family office-oriented services from its Foster City, California offices.

A Menlo Park-based multi-family office and asset management firm serving ultra-high-net-worth families with comprehensive investment advisory and family office services across multiple asset classes. The firm focuses on long-term capital preservation and growth for its client families.

A private wealth management firm with $42.5 billion in regulatory assets under management, led by CEO Jason Ozur, providing holistic advisory services including financial and estate planning, investment management, tax consulting, and trust services across 40+ offices nationwide. Named among Barron's Top 100 RIA Firms and Forbes' best-in-state wealth advisors.

A Santa Barbara-based multi-family office providing comprehensive investment management, financial planning, and family office services to multiple high-net-worth families and institutions. The firm operates under both manchestercapital.com and mcmllc.com domains.

A national wealth management firm and registered investment advisor ranked #1 by Barron's, managing $98 billion in assets across 110+ regional offices. Founded in 1985, the firm provides comprehensive financial planning, investment management, tax, and estate services through a multi-family office model.

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.

A private wealth management company founded in 2001 with $8.4 billion in assets under management, serving individuals, families, and institutions across the US and Canada through multiple business segments including private client, family, sports, and public safety advisory groups. The firm provides client-centric investment management focused on the unique financial circumstances of each client.

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.

An SEC-registered investment advisor founded in 1937 managing over $2 billion in assets across offices in San Francisco and Silicon Valley, offering sophisticated investment management and active financial planning to ultra-high-net-worth individuals, institutions, and foundations. The employee-owned firm provides global equities, fixed income, and family office services with 24+ investment professionals averaging 24 years of experience.

A multifamily office investment firm providing liquidity, growth capital, and acquisition funding to founders of growing businesses, combining the capabilities of a private equity firm with the mentality and time frame of a private holding company. The California-based firm focuses on founder-owned businesses seeking strategic and financial value enhancement.

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.

An independent fiduciary registered investment advisor providing wealth planning, investment management, and digital advisory solutions to multiple clients across 14 states. The firm emphasizes institutional-quality investments and visionary life planning with recognition including FA Magazine's 50 Fastest Growing RIAs.

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.

A San Francisco Bay Area-based multi-family office investment partnership that empowers its partners with flexible long-term capital to pursue their goals, led by Keith Johnson and Kevin Kelly. The firm operates as an investment partnership managed by a professional team spanning operations, legal, finance, and investment functions.

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.

The oldest multifamily office headquartered on the West Coast with over 35 years of experience, providing private wealth management services including investment management, trust and estate planning, family office services, real estate management, and philanthropic services. The firm operates from Pasadena with additional offices in West Los Angeles and Newport Beach and maintains a 99% client retention rate.