List of 3 multi-family offices in California

This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.

In this article, we will discuss three multi-family offices that are headquartered in California. All of the multi-family offices can be found on our list of the largest US multi-family offices.

1. Tarbox

Tarbox is a registered independent investment advisor and its head office is based in Newport Beach. The group has been providing wealth management advice to affluent families located in the US since 1985. Tarbox can offer a host of financial service advice ranging from asset protection to family continuity and education. The Californian group pride itself on working solely for families, a service that is separate from those provided by brokerage firms, trust companies, investment banks or public shareholders.

2. Living Well Family Office

The California-based group was founded in 2014 and considers itself a next-generation family office, adopting a holistic approach to provide financial services to families. Living Well adopt a unique strategy when dealing with families, as they also target family lifestyle best practices through vision & wellness retreats and family lifestyle best practices.

3. Lido

Lido was founded thanks to a merger between a consortium of family office advisors. The Californian group now offers financial services to UHNW families providing access to exclusive funds such as Wall Street to Silicon Valley, allowing its client to access elusive funds thanks to relationships the advisors have nurtured. Currently, Lido manages over $11bn provided by their clients.

Image Source: Dylan Nolte (02.03.2023)