Core Family Office is a full-service family office based in Los Angeles that provides comprehensive financial services to high net-worth business families and individuals. Our team of experts is dedicated to helping families build, preserve, and transfer wealth across generations.

We understand that managing your wealth can be a complex and time-consuming process, which is why we offer a wide range of services designed to meet all of your financial needs. Whether you're an entrepreneur, business owner, single/multi-family office, or tax professional, we have the expertise and experience to help you achieve your financial goals.

Businesses that may be looking for the services offered by Core Family Office include:

High net-worth individuals and families: Core Family Office's comprehensive financial planning, wealth management, and tax planning services may be of interest to individuals and families with significant assets who want to grow, preserve, and transfer their wealth.
Entrepreneurs and business owners: Business owners and entrepreneurs who want to receive expert guidance and support with their finances, investments, and taxes may be attracted to Core Family Office's fractional CFO services. Single and multi-family offices: Single and multi-family offices that are seeking to outsource certain aspects of their financial and wealth management operations may benefit from Core Family Office's a la carte menu of services.

Tax professionals: Tax professionals, such as CPAs and enrolled agents, who want to provide a more comprehensive suite of services to their clients