FILICE RETIREMENT SERVICES

FILICE RETIREMENT SERVICES

The Filice family's wealth traces to agricultural operations in California's Santa Clara Valley, where Filice Farms established deep roots long before Silicon Valley's tech ascendancy transformed the region. John Filice now oversees the family's transition from operating farmland to managing retirement-services entities and a portfolio centered on real estate assets, many located on or derived from original family land holdings. The office operates from San Jose, California. The firm's strategy is anchored in two complementary lanes: retirement plan administration and direct real estate investment. Its retirement-services unit provides pension and benefit plan management for corporate and public-sector clients, generating fee-based income streams that offset property-market cyclicality. On the real estate side, the family has historically held and developed commercial and mixed-use properties in Northern California, with investment preferences that reflect a long-duration, income-oriented mandate rather than ground-up speculative development. Geographic exposure concentrates in the Bay Area and broader California markets, where Filice family holdings predate the region's technology boom. The office maintains a deliberately lean structure, with John Filice as the architect of the family's pivot from farming to modern asset management. No additional offices or adjacent vehicles such as philanthropic foundations or club memberships have been publicly disclosed. The retirement-services arm provides a rare operational component for a single-family office, functioning as a stand-alone business rather than a passive allocation sleeve — a structure that allows the family to generate current income while preserving intergenerational legacy assets. What distinguishes Filice Retirement Services from a generic family office is the operational retirement-planning business embedded at its core. Most single-family offices allocate externally to blue-chip managers or pursue direct deals through dedicated investment teams. Filice's architecture instead fuses a fee-generating service company with the family's own real estate holdings, creating a hybrid that funds operations without sole reliance on portfolio returns. This model also positions the office to serve external clients — an uncommon posture for a single-family office and one that suggests a transitional structure as the family moves from its agricultural past toward a diversified, multi-generational financial enterprise.