Tarbox Family Office

Also known as Tarbox

Multi Family Office (MFO)Newport Beach, United StatesFounded 1985
$900M
Assets Under Management
Newport Beach
Headquarters

About Tarbox Family Office

Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. We are active advocates for our clients - We work for you – not for a brokerage firm, trust company, investment bank, or public shareholders. - We do not sell any products or benefit economically from any investment or other recommendations. - We are experts in building and implementing tailored, comprehensive financial solutions for each family. - We provide disciplined and customized institutional-grade investment management. - You work directly with our experienced, multi-disciplinary team to accomplish your objectives. - We actively advocate for your best interests in all matters.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundReal Estate Value AddedVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Travel Accommodations & TourismDebt ManagementETFsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningEquity/Mutual FundsInvestment ManagementConcierge Services High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Tarbox Family Office?

Tarbox Family Office is a multi family office (mfo) based in Newport Beach, United States, managing approximately $900M in assets.

Where is Tarbox Family Office headquartered?

Tarbox Family Office is headquartered in Newport Beach, United States.

How much does Tarbox Family Office manage?

Tarbox Family Office manages approximately $900M in assets under management.

When was Tarbox Family Office founded?

Tarbox Family Office was founded in 1985.

What does Tarbox Family Office invest in?

Tarbox Family Office focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate Value Added, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Tarbox Family Office?

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