Areas of Practice
Family Office Services
Coordinated Legal, Tax, and Accounting Oversight
Most families with significant wealth work with a separate attorney, CPA, bookkeeper, and financial advisor who rarely talk to each other. Gaps between them cost money and create risk.
One Team, One Strategy
Our family office services bring these pieces together. Through our in-house team and our affiliate, California Tax Professionals, LLC, we provide:
Entity management and compliance across your holdings
Tax planning and tax return preparation
Bookkeeping and financial reporting
Ongoing estate plan review and updates
Coordination with your financial advisors and insurance professionals
Who It's For
Family office services are designed for business owners, real estate investors, and families with multiple entities, properties, or trusts who want their legal and financial affairs managed as a whole.