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Comprehensive Financial Management LLC Overview
Type
Multi Family Office
Year Founded
1986
General Information
Comprehensive Financial Management LLC is a multi-family office headquartered in Los Gatos. Founded in 1986, the firm grew out of advisory work for Silicon Valley entrepreneurs, including eBay founder Pierre Omidyar and Yahoo co-founder Jerry Yang. It advises a small set of ultra-high-net-worth families on asset allocation, estate planning and philanthropy—deploys discretionary capital across public and private markets.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
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