Family Offices in Los Angeles

Meloni Hallock and Alev Lewis established Acacia Wealth Advisors in 2005 as an independent multi-family office in Beverly Hills. It's an SEC-registered investment advisor providing integrated investment consulting and financial planning for entrepreneurs, business owners, and their families. The firm operates on a fiduciary basis serving ultra-high-net-worth individuals.

AG Asset Advisory designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want. Founded by entrepreneurs and focused on the entrepreneur, the firm brings family office processes and strategies previously only afforded to billionaires. The firm helps clients optimize their financial world through comprehensive wealth planning and tax optimization strategies.

Andrew Hauptman founded Andell Holdings as the private investment vehicle for his family, focusing on private equity and direct investments. The firm takes a long-term approach, building partnerships with business operators. It doesn't manage outside capital or offer advisory services.

George L. Argyros established Arnel & Affiliates in 1968. It's a privately owned, diversified real estate and investment company that specializes in residential and commercial property development and management across Southern California.

We are a multidisciplinary financial management organization that provides comprehensive solutions to affluent families and entrepreneurs across generations. Arrowroot Family Office provides comprehensive planning and coordination of all financial aspects of an individual or household including investment management, retirement planning, tax planning, estate planning, and much more. With over 100 years of combined fiduciary experience, we work collaboratively with high net worth individuals, entrepreneurs, families, and family offices to achieve their financial goals.

With net equity exceeding $2 billion, Berggruen Holdings is the investment arm of The Nicolas Berggruen Charitable Trust. Over two decades, the firm has made hundreds of investments spanning real estate, private equity, venture, and public markets from offices in Los Angeles, San Francisco, Berlin, Paris, Mumbai, and Istanbul. No external capital commitments or fund structures, it operates with full flexibility in decision-making and investment horizon.

Josh Joseph launched Big Plan Holdings in 2020 after a business exit, investing across real estate, hospitality, venture, and philanthropy. The firm incubates new businesses and partners with founders in food and beverage, aviation, and wellness. No external clients or advisory services.

CFT Capital Partners is the alternative investments manager for the Cherng Family Trust, the single-family office tied to the founders of Panda Restaurant Group. The firm manages alternative asset allocations exclusively for the founding family. Investment focus spans private equity, real estate, and other alternative strategies. No external advisory services.

CNTR manages the assets of the Kunzi family office exclusively, investing family capital in acquiring small- to medium-sized service businesses across a broad range of industries. The firm seeks control situations but has the flexibility to roll over owner equity on transactions where post-acquisition growth benefits founders.

Evoke, a division of MAI, is a service-driven team committed to delivering a differentiated wealth management experience, including institutional-quality investment solutions, family office services, access to distinct alternative investments and comprehensive financial and tax planning capabilities.

Simon Zhang founded Excellent Capital in 2014 in Newport Beach, California. The firm focuses on wealth generation for its first-generation principal, with holdings in commodities trading, real estate, and asset management. Investments split across three strategies: private equities, public equities, and real estate.

Backed by the Meyer family, Florac runs three complementary investment strategies across Europe and North America. The firm has invested in more than 30 companies, focusing on business services, healthcare services, industrials, and consumer sectors.

Fort Ashford invests in real estate, education, and small public companies with market caps under $100 million. The firm moves quickly, deploying $2-$10 million in real estate and $2-$6 million in select small-cap public companies. Focus sectors include financial services and businesses connected to real estate.

Ross Hinkle founded Handmade Capital to manage the assets of Carter and Courtney Reum and Paris Hilton. The firm builds an investment portfolio around long-term partnerships with fund managers and founders, pursuing value creation through detailed analysis.

Three generations of capital deployment across private businesses, real estate, and alternative assets. Horowitz Group invests its own capital with the ability to hold indefinitely, partnering alongside premier managers. David and Adam Horowitz lead the firm from Southern California, emphasizing aligned interests with entrepreneurs and management teams.

Immeasurable invests in technology companies and builds AI-driven products from Los Angeles. The firm backs technology founders who demonstrate vision and character, while also developing products internally. No external advisory services or client relationships.

Impact Family Office serves as guides, advisors, and trustees assisting in the decision-making, management, and deployment of financial resources. The firm believes every financial decision has the potential to affect not just family and livelihood, but the greater community and world. Impact Family Office builds intentional impact strategies that purposefully align financial resources with client priorities and values.

Curtis Macnguyen founded Inflection Capital in 2014 as his family office. The firm is building a community of entrepreneurs, innovators, and investors focused on identifying opportunities that create value.

Jeff Stein established JMS Family Office in 2001 in Beverly Hills, serving as Chairman and CEO. The firm preserves and grows family wealth through diversified investments in private equity, venture capital, commercial real estate equity, and alternative assets. Active in due diligence and asset management across its portfolio.

Karas Partners Inc. is an alternative asset manager managing direct investments and strategic partnerships with domestic and international families. The firm focuses on four verticals: Technology, Real Estate, Aviation, and Opportunistic Situations. Investment opportunities are sourced from partners including family offices, professionals, RIAs, fund managers, and sponsors.

David A. Cohen co-founded Karlin Asset Management, a private investment firm in Los Angeles focused on preserving and growing capital through value investing. The firm uses a multi-asset class framework to invest opportunistically across securities, private equity, real estate, natural resources, venture capital, and direct lending.

Harvey Knell founded KCB Management in 1986 in Pasadena, California. With over 30 years of private equity investing experience, KCB invests in growing small to medium-sized businesses in value-added industries with sustainable growth and cash generation. The firm takes a long-term ownership perspective. KCB Private Equity holds board positions in portcos including Kadel's Auto Body (9th largest independent collision repair company) and ThriftBooks (leading used book e-retailer).

Kosei Advisors invests for generational impact, backing promising entrepreneurs and emerging fund managers. The firm also commits a portion of returns to education, poverty relief, and human rights initiatives.

Laurence Richards founded Legacy Road Family Offices in 2006 in Beverly Hills. It's an SEC-registered investment adviser providing investment management and advisory services for affluent individuals and families.

Lenox West Capital is an integrated investment management company that executes real estate investment strategies focused on the housing sector. The company targets middle-market multifamily and alternative housing investments in high-growth secondary and tertiary Southeast and Texas markets. Lenox West Capital blends the heritage of a family office with the agility of a modern institutional investor to deliver housing-focused investment strategies that generate sustainable value for investors and communities.

A Private Multi-Family Office

Lineage Family Office helps families manage their financial affairs and develop a legacy of positive impact. They work with clients to design a meaningful roadmap, guide course corrections, and support them with comprehensive services including financial planning, investment counsel, legacy planning, and philanthropy. The firm believes that people always come before money and is committed to helping clients develop inner wealth while managing financial matters.

Mulford Trust invests across global private and public markets from Los Angeles.

Ivan Nikkhoo runs N3 Capital, a Los Angeles-based family office focused on long-term, responsible direct and indirect investing. The firm pursues multi-strategy investments across venture capital, private equity, and real estate, with a philanthropic and community-oriented mission. Private family vehicle with no external advisory services.

Peter J. Nolan founded Nolan Capital to originate, execute, and manage investments in operating companies, real estate, and other assets exclusively for the Nolan family. The firm invests proprietary capital with a long-term ownership orientation. Current portfolio includes operating companies, real estate, and vineyard holdings in Southern California. No outside clients.

Oakmont Corporation manages $2.2 billion in discretionary assets across 83 accounts as of March 2025. Formed in 1980 and owned by Robert Day, who co-manages portfolios with Andrew Katz. The firm primarily invests in publicly traded equity and equity-related securities in U.S. markets, with additional allocations to debt securities, venture capital partnerships, private equity, real estate, and LBO funds.

A boutique multi-family office providing financial solutions for entrepreneurs and affluent families. Offers wealth management, commercial lending, strategic advisory, retirement planning, real estate services, and venture capital investing. Built on investing in clients' success.

RIJO Investment Group allocates capital to private equity, traditional and niche lending strategies, and multi-family and commercial real estate from Los Angeles. The firm also invests as a Co-GP, providing equity and strategic partner relationships.

Haim Saban, a Forbes 400 investor and worldwide pioneer in entertainment, established Saban Capital Group over 20 years ago in Los Angeles. The firm manages a globally diversified portfolio, taking both controlling and minority positions across Saban Real Estate (commercial), Saban Ventures (early-stage), Saban Films (feature film distribution), and public market allocations.

Founded in 2021 and incorporated in Delaware, Sebis Garden Capital invests across public and private markets throughout the capital structure, equities, credit, real estate, and private capital. Stephen Chick leads the firm, which operates exclusively for the benefit of one family.

Stable Road Capital takes an opportunistic approach to fundamental value investing. The firm was founded on three core principles: stability, community, and longevity. Its foundation invests in community well-being alongside the investment mandate.

Tao Capital Partners is the direct investment entity affiliated with Nicolas Berggruen. The portfolio includes 83 companies with 8 unicorns, 9 IPOs, and 20 acquisitions, past investments include Tesla, Uber, and Warby Parker. Made 4 new investments in 2025. Sectors span technology, alternative energy, transportation, healthcare, education, sustainable food, agriculture, consumer, and real estate.

Tempus Management focuses on private equity, venture capital, and direct investments in growth-stage companies across technology and consumer sectors from California.

A multi-generational family office with holdings in oil and gas, military textiles, litigation finance, and music management. The Hallwood Group maintains a diversified private portfolio managed across generations, with offices in Monaco, New York, and Los Angeles. No external client advisory services.

The Holdsworth Group, LLC is a family investment office based in Pasadena, CA committed to identifying compelling alternative investment opportunities. They specialize in partnering with high-net-worth investors, family offices, and corporations to provide capital solutions and strategic advisory services. Through their employee-owned advisory firm, Inflection Point Advisory Group, they provide business and investment strategy and advisor oversight services to family offices, businesses, and public and private companies.

The Homsher Family Office targets traditionally uncorrelated asset classes, prioritizing capital preservation through income-generating assets and hedges. The firm invests in middle-market companies, private debt, real estate, and philanthropic initiatives.

Thiel Capital is the venture capital arm of Peter Thiel's family trust (Rivendell Trust), formed in 2011 and based in Los Angeles with a new Miami office opened in 2025. Thiel's net worth is estimated at $27.5 billion as of late 2025. The firm has incubated several major investment vehicles including Founders Fund ($17 billion AUM), Mithril, and Valar Ventures. Thiel co-founded PayPal and Palantir Technologies.

Watt Companies (Watt Family Office) has been investing in real estate since 1947. In 2022, the firm split into five entities: Watt Capital Developers, Watt Capital Partners, SR Watt Company, AJ Watt Enterprises, and Williams & Watt Incorporated. Watt Investment Partners actively invests $60 million in property across the Western United States. SR Watt oversees a 1.1-million-square-foot portfolio of neighborhood retail, multifamily, and office properties in California and Oregon.