California

CALIFORNIA

CALIFORNIA FAMILY OFFICES

We’ve put together a list of 26 Family Offices located in the state of California. Simply select any California Family Office from the list below, and you’ll be directed to their website for contact details and additional information.

  1. ARROWROOT FAMILY OFFICE LLC – Address: 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292 Phone: (833) 224-2249
  2. ASCENT PRIVATE CAPITAL MANAGEMENT (US BANK) – Address: One California Street, Suite 2100, San Francisco, CA 94111 Phone: (858) 334-0844
  3. ASPIRIANT LLC – Address: 11100 Santa Monica Blvd., Suite 600, Los Angeles, CA 90025 Phone: (310) 806-4000
  4. BLOSSOM WEALTH MANAGEMENT – Address: P.O. Box 125 Alamo, CA 94507 Phone: (925) 833-9999 FAX: (877) 665-8765 Email:info@blossomwm.com
  5. CERTUITY – Address: One Letterman Drive, Suite D4900, San Francisco, CA 94129 Phone: (415) 835-4060
  6. CORNERSTONE FAMILY OFFICE INC – Address: 1808 Aston Avenue, No. 150 Carlsbad, CA 92008 Phone: (760) 476-2776 Email:a.johnston@cwafamilyoffice.com
  7. DRA FAMILY OFFICE – Address: 225 Broadway Suite 1360 San Diego, CA 92101 Phone: (619) 622-0036
  8. HOROWITZ GROUP – Address: 5030 Campus Drive, Newport Beach, CA 92660 Phone: (949) 831-5158 Email:info@horowitzgroup.com
  9. ICONIQ CAPITAL – Address: 300 Mission St, San Francisco, CA 94105 Phone: (415) 967-7763
  10. JEFFER MANGELS BUTLER & MITCHELL LLP – Address: 1900 Avenue of the Stars 7th Floor, Los Angeles, CA 90067 Phone: (310) 203-8080 FAX: (310) 203-0567
  11. LAKESIDE VIRTUAL FAMILY OFFICE LLC – Email:hi@futurefamilyoffice.net
  12. LEGACY ROAD FAMILY OFFICES – Address: 845 S Los Angeles St, Los Angeles, CA 90014 Phone: (310) 550-0199
  13. MAKENA CAPITAL MANAGEMENT LLC – Address: 2755 Sand Hill Road, Suite 200 Menlo Park, CA 94025 Phone: (650) 926-0510 FAX: (650) 926-0513
  14. MANCHESTER CAPITAL MANAGEMENT LLC       Address: 1157 Coast Village Road, Suite A, Montecito, CA 93108 Phone: (805) 969-5670 FAX: 805-969-5680
  15. NOLAN CAPITAL INC – Address: 58 11th Street, Hermosa Beach, CA 90254 Phone: (424) 675-7605 Email:info@nolancap.com
  16. ONE CAPITAL MANAGEMENT LLC – Address: 3075 Townsgate Road, Suite 350 Westlake Village, CA 91361 Phone: 805.409.8150
  17. PATHSTONE FEDERAL STREET – Address: 1900 Avenue of the Stars, Suite 970 Los Angeles, CA 90067 Phone: (310) 734-5320 FAX: (888) 850-PATH
  18. PENINSULA FAMILY OFFICE – Address: 1815 El Camino Real, Suite 6, Burlingame, CA  94010 Phone: (650) 265-1876 FAX: (650) 242-7505 Email:info@penfamilyoffice.com
  19. PREMIER FAMILY OFFICE – Address: 2525 Main St Ste 210
    Santa Monica, CA 90405 Phone: (310) 935-1944
  20. SD FAMILY OFFICE – Address: 10620 Treena Street, Suite 230 San Diego, CA 92131 Phone: (858) 864-7200 Email:stevedechant@gmail.com
  21. SIELER LLP – Address: Three Lagoon Drive Suite 400 Redwood City, CA 94065 Phone: (650) 365-4646 FAX: (650) 368-4055
  22. STEWARD FAMILY OFFICE INC – Address: 228 N Broadway, Escondido, CA 92025 Phone: (858) 263-1647 Email:Tim@StewardFO.com
  23. TARBOX FAMILY OFFICE INC – Address: 500 Newport Center Drive, Suite 500, Newport Beach, CA 92660 Beach, CA  Phone: (949) 721-2330 FAX: (949) 721-0734 Email:info@tarbox.com
  24. THE CAPROCK GROUP INC – Address: 450 Newport Center Drive, Suite 280, Newport Beach, CA 92660 Phone: (949) 891-0039
  25. TRUE CAPITAL MANAGEMENT LLC – Address: 101 Montgomery Street
    Suite 2800, San Francisco, CA 94104 Phone: (415) 538-3600
  26. WHITTIER TRUST INVESTMENT & WEALTH MANAGEMENT   Address: 1600 Huntington Dr., South Pasadena, CA 91030  Phone: 800.971.3660 Email:contact_us@whittiertrust.com