Family Office
Multi-Entity, Multi-Generational Oversight
Integrated financial, tax, legal, and governance infrastructure for high-net-worth families with layered entities and trusts. Service tiers scale from structural tune-ups to comprehensive private family office oversight.
Service Tiers
Tier 1
Enhanced Structure
Entity/structure tune-up with foundational governance and compliance cadence.
- Entity structure review and optimization
- Foundational governance documentation
- Annual compliance calendar setup
- Basic tax planning coordination
Tier 2
Advanced Multi-Entity Family Office
Integrated holding company, operating entities, and trust coordination with quarterly strategy.
- Holding company architecture design
- Multi-entity coordination and management
- Trust integration and oversight
- Quarterly strategic planning sessions
- Intercompany agreement structuring
Tier 3
Comprehensive Private Family Office
Full multi-generational oversight, governance, tax blueprinting, and white-glove support.
- Complete family office infrastructure
- Multi-generational wealth planning
- Family governance and education programs
- Succession planning support
- Priority access to senior strategists
- White-glove concierge service
Core Deliverables
Annual Strategic Tax Blueprint with entity/trust updates
Priority access to senior strategists and quarterly sessions
Multi-entity management, holding company architecture, and trust integration
Family governance, education, and succession planning support
Accounting, compliance calendar, and document retention cadence
Ready to Reduce Your Tax Liability?
Schedule a consultation to discover how our strategic tax mitigation framework can legally reduce your tax exposure and protect your wealth.
18881 Von Karman Ave Ste 220E, Irvine, CA 92612
