Multi-Family Office

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Family Business Office

Richard Watts established Family Business Office in 1982 after admission to the California State Bar. The firm operates from Santa Ana and serves multiple...

Family Business Office logo

Family Business Office

Richard Watts established Family Business Office in 1982 after admission to the California State Bar. The firm operates from Santa Ana and serves multiple families under annual retainers that permit continuous access without per-event billing. Services span investment oversight, estate planning, and business representation. The firm deploys capital across Private Equity, Real Estate, Private Credit, Hedge Funds, and Direct Co-Investments while covering stages from Venture Capital through Distressed & Turnaround. Geographic reach includes North America, Europe, Asia, and the Middle East & Central Asia. No specific portfolio holdings or co-investors appear in public materials. Richard Watts remains the primary contact for client families. Two additional family members, Aaron Watts and Todd Watts, are listed in internal records. No philanthropic vehicles or club memberships beyond Harvard Business School alumni status for the founder are disclosed. The retainer model creates a single point of coordination that replaces fragmented advisor relationships. Families retain the right to terminate the agreement at any time.

General information

Firm type

Multi Family Office

Year founded

1982

Location

Region

North America

Country

United States

City

Santa Ana

Corporate office

1602 E. Fourth Street, Santa Ana, CA 92701, United States

Principals

Richard Watts

Founder and President

Sector focus

Healthcare ServicesIndustrial TechMobility & TransportationAgriTech & FoodTechEnergy Transition & RenewablesFinTechPropTechEdTechInsurTechMedia & Entertainment

Frequently asked questions

Who runs investment decisions at Family Business Office?

Richard Watts, founder and president, oversees client matters on an ongoing basis and coordinates with an external network of investment specialists.

How does Family Business Office source proprietary deal flow?

The firm relies on its long-standing network of attorneys, accountants, and sector specialists rather than public channels or third-party platforms.

Is Family Business Office structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office serving multiple unrelated families under fixed annual retainers.

Does Family Business Office participate in fund commitments or only direct deals?

Public materials list both fund-of-funds commitments and direct co-investments among its investment types.

Where does the underlying wealth come from?

No specific source of client wealth is disclosed beyond the general description of high-net-worth families and their business enterprises.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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