Family Offices in San Diego

Founded in 2011, Akili Capital serves individuals, families, and business owners with net worth above $20M. The firm aligns financial structures with long-term visions for family succession and multi-generational continuity. Core services include advanced estate planning, business transfer planning, high-end income tax planning, and captive insurance planning. Based in Carlsbad, CA.

Brutten Global manages holdings valued above $2.5B across real estate, banking, professional sports, aviation, and other sectors. The international family office of Marc R. Brutten, founded in 1978, also invests in industrial services, cosmetics, toy manufacturing, specialty retailing, and infrastructure across the US and Europe. The Brutten Family Foundation, founded in 1996, focuses on San Diego County and global charities. Based in Solana Beach, CA.

Cameron Holdings acquires, builds, and operates middle-market manufacturing, industrial service, and value-added distribution companies across a broad range of end markets. For over 30 years, the firm's proprietary single source of capital has given it a clear edge over other financial buyers. Cameron takes control positions in a broad range of industries within the manufacturing, industrial service, and value-added distribution markets.

A La Jolla-based family office established in 1978, managing Schopflin family wealth derived from German mail-order and US ventures. CICA provides full asset management and advisory services focused on preserving and growing generational wealth across varied asset classes. The firm invests in hedge funds globally and has specific allocations to biotechnology and medical technology, with portfolio investments including NOUS Imaging and Ivenix. Located at 7979 Ivanhoe Ave, La Jolla.

Founded in 2019, DRA Family Office is a single family office-backed investments firm based in San Diego. The firm invests in both lower middle market PE and early stage companies spanning real estate, operating businesses, and equity venture opportunities. With more than 20 years of proven success in starting, growing, and monetizing companies, DRA has a strong track record of accelerating growth.

A private investment firm founded by Jon Isaac in 1988 with offices in San Diego, Las Vegas, and Ottawa. Isaac Organization makes highly selective long-term investments in companies with strong management, building value through growth and superior performance. Isaac Capital Group, the PE division launched in 2010, is the largest shareholder in Live Ventures Incorporated (NASDAQ). The firm rescued Live Ventures from delisting in 2011 and restructured the company under Jon Isaac's CEO leadership.

A seventh-generation single-family office founded in 1835 by Henry Duncan Malloy, originally serving the community through real estate and retail businesses. The family exited the textile business in 2006, and today the fifth and sixth generations invest in marketable securities, private equity, and real estate developments. Led by Bill Malloy Jr. and Bill Malloy III with offices on the East and West coasts, guided by principles of authenticity and sustainability.

Marco Polo, Inc. is a private single family office investing in venture capital, philanthropy, and commercial and residential real estate.

MooDoos is a family-owned investment fund that helps startups and early stage companies become market leaders through solutions to large-scale challenges. The firm takes a responsible, hands-on approach to investing, building long-term value for partners and the broader world. Driven by collaboration and decades of experience, MooDoos invests in ideas that matter.

Pecan Family Office deploys patient, creative capital for long-term sustainable growth across diversified public and private market assets. Founded in 2015 in Southern California, the firm manages 41 private market investments alongside public equities, fixed income, and real assets.

The exclusive family office for Tony Robbins, Ajay Gupta, and their respective families. Robbins Gupta Holdings deploys capital across alternative asset classes, focusing on private equity, private credit, private real estate, venture, and healthcare investments on behalf of its two founding families.

Equal parts venture incubator, venture investor, and family office. Founded in 2016 by Michael Sikorsky, Sky and Ray invests in fintech, media and technology, and real estate, with portfolio companies including Varo, Copia Wealth Studios, and Classy. The firm backs decentralization, alternative asset classes, the shift in traditional stores of value, and permissionless organization design.

The Homsher Family Office invests in traditionally uncorrelated asset classes. The main objective is capital preservation through income-generating assets and hedges to mitigate risk.