LP Profile

Family Office Services

Multi Family Office (MFO)Costa Mesa, United States
$100M
Assets Under Management
Costa Mesa
Headquarters
Investment Focus

About Family Office Services

Family Office Services is a multi-family office based in Irvine, California. The firm is focused on helping, develop and implement plans for minimizing taxes and maximizing benefits for the family and business. The assets of the firm are managed by the executive management team.

Preferred Sectors & Themes

Charitable InvestmentsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningMulti-Asset InvestingInvestment ManagementFund of FundsCapital Markets High-Level SectorsNon-ProfitFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Family Office Services?

Family Office Services is a multi family office (mfo) based in Costa Mesa, United States, managing approximately $100M in assets.

Where is Family Office Services headquartered?

Family Office Services is headquartered in Costa Mesa, United States.

How much does Family Office Services manage?

Family Office Services manages approximately $100M in assets under management.

What does Family Office Services invest in?

Family Office Services focuses on Charitable Investments, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing, Investment Management, Fund of Funds.

How can I contact Family Office Services?

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