Meet Our Advisory Team

Our Newport Beach–based financial advisors and family office group offer personalized financial planning, investment management, and strategic tax planning services for ultra-high-net-worth clients, including individuals, families, and business owners. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Beyond individual planning, our team also has deep experience serving clients nationwide and within the Orange County area, working with multigenerational and ultra-high-net-worth families. We specialize in guiding business owners through key financial transitions, including liquidity events, tax-efficient exit strategies, succession planning, and multi-generational wealth transfer. We are also proud to serve women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you’re looking for a trusted family wealth advisor in Newport Beach, CA, our team is here to help you move forward with clarity and confidence.