We provide family office services to high-net-worth & ultra-high-net-worth families in the Los Angeles area through the expanded team & network available from our parent company, Prime Capital Financial. From investment management to tax strategies, philanthropy to private equity & beyond, the following list outlines some of the things we offer as your family office.
Family Office Services
from Prime Capital Financial of Los Angeles
Wealth Advisory
- Portfolio Aggregation & Reporting
- Estate Planning & Coordination with Attorneys
- Business Succession • Asset Protection
- Income Tax Strategies & Coordination with Accountants
- Life Insurance
- Private Placement Life Insurance
Philanthropy
- Donor Advised Funds
- Charitable Entities & Trusts
- Impact Investing
- Philanthropy Strategy & Implementation
- Foundation Management*
Private Investments
- Private Equity
- Private Debt
- Venture Capital
- Hedge Funds
- Real Estate
- Infrastructure Leasing
- Impact Funds
Family Education & Governance
- Financial Literacy
- NextGen Education
- Family Meeting Facilitation*
- Mission Statement Development*
Banking & Credit Advisory
- Securities Backed Lines of Credit
- Banking Relationship Management
- Interest Rate & Credit Risk Management
- Credit Coordination & Negotiation
- Guidance on Art, Insurance, Watercraft, and Aviation Financing
Financial Administration
- Document e-Vaulting
- Tax Organization
- Financial Statements*
- Bill Pay*
- Payroll Administration*
- Property Tax & Expense Mgmt*
- Real Estate Income Mgmt*
* A third-party fee is involved with these services.
ADDEPAR: We Aggregate, Automate and Advise
Addepar is the leading wealth management platform for the ultra-high-net worth and family office market, offering advanced insights and tools to manage complex portfolios.
How We Use It:
Aggregation and Consolidation
- Gain a unified view of client wealth across all institutions.
- Access direct feeds from most accounts, including held-away assets, with accurate lot-level detail.
Portfolio Analysis and Customization
- Perform rapid portfolio analysis and make real-time decisions, even with complex ownership structures or multi-currency holdings.
- Generate highly customizable reports, ideal for intricate portfolios including alternatives and private investments.
Wealth Visualization
- Utilize robust visualization tools to track portfolio performance and communicate insights effectively.
- Easily view investments across custodial accounts to uncover opportunities and provide holistic advice.
Resource Center
Take advantage of our resource library and explore educational articles, videos, and tools designed to help you stay informed, support your financial and retirement planning, and inspire you to dream big about what’s next. We update our content regularly, so be sure to bookmark our blog. If you have any questions, please don’t hesitate to call us at (626) 469-8166.
