Financial Families

The firm sources direct private placements, often syndicating multi-family, medical-office, and net-lease properties among its own family-office clients rather than through third-party sponsors. For credit exposure, Financial Families acquires tax lien certificates directly from county auctions, a niche Van Mourick has written about extensively. This internal-syndication model means clients co-invest alongside each other in named, single-asset entities instead of blind-pool funds.

No. Financial Families is a registered investment advisor (RIA) operating as a multi-family office. It evolved from a CPA practice founded in 1976 and now provides wealth management, tax strategy, and private investment opportunities to multiple client families. The firm does not represent a single fortune but rather a pooled group of private investors.

Beyond direct real estate, the firm has publicly articulated allocations to tax lien certificates — a form of real-estate-adjacent private credit — and entertainment royalties. The royalty exposure reflects the firm's Los Angeles base and relationships in the media industry. These are structured as private, often income-producing, placements.

Founder and CEO Mark Van Mourick leads the investment process. The firm is privately held, and Van Mourick remains the central figure in sourcing, structuring, and approving deals. He has been active in the tax-lien investment community and has published guidance on the asset class for individual investors and advisors.

No. Financial Families manages capital exclusively for private families and individuals. It does not market pooled funds to institutional allocators such as pensions or endowments. The management company itself has no outside ownership — Van Mourick owns the firm outright, a structure that eliminates conflicts from product-manufacturer relationships.