Family Business Office
Family Business Office is a multi-family office headquartered in Santa Ana. The firm provides comprehensive wealth management and advisory services to multiple families, focusing on investment oversight, estate planning, and intergenerational wealth transfer.
Family Business Office
Family Business Office is a multi-family office headquartered in Santa Ana. The firm provides comprehensive wealth management and advisory services to multiple families, focusing on investment oversight, estate planning, and intergenerational wealth transfer. With an emphasis on privacy and tailored solutions, Family Business Office supports clients in preserving and growing their assets—facilitates strategic decision-making across complex financial landscapes.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Santa Ana
Corporate office
—
Frequently asked questions
What is Family Business Office?
Family Business Office is a multi family office headquartered in Santa Ana.
Where is Family Business Office headquartered?
Family Business Office is headquartered in Santa Ana, in the North America region.
What does Altss track for Family Business Office?
Altss maintains an OSINT-verified profile of Family Business Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Family Business Office?
Family Business Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Family Business Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Family Business Office?
Family Business Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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