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Family Office Services Inc
Family Office Services Inc was established as a multi-family office based in Costa Mesa. It supplies advisory and administrative support to high-net-worth...
Overview
Family Office Services Inc was established as a multi-family office based in Costa Mesa. It supplies advisory and administrative support to high-net-worth families. The firm addresses wealth preservation, succession planning, and investment oversight. The firm deploys capital across private equity, real estate, private credit, hedge funds, and natural resources. It covers growth and startup stages. Geographic reach includes North America and Asia. Affiliations include D4 Fiduciary and Financial Gravity Family Office Services, Inc. Team members hold memberships in the Maryland State Bar Association, Christian Legal Society, and CFA Society of Los Angeles. Additional offices operate in Cheyenne and Weston. No dated operational events from the last 24 months appear in available records. The firm manages a family foundation and lists relationships with Napa Valley Children’s Museum and Ole Health Foundation.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Costa Mesa
Corporate office
Costa Mesa, CA, USA
Additional offices
Cheyenne, WY, USA · Weston, FL, USA
Sector focus
Frequently asked questions
How does Family Office Services Inc source proprietary deal flow?
No sourcing channels or club memberships tied to deal flow are disclosed.
Does Family Office Services Inc participate in fund commitments or only direct deals?
Investment types include both fund vehicles and direct categories, but allocation split is not stated.
What investment stages does Family Office Services Inc typically target?
Confirmed stages are growth and startup.
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