# Financial Families

Financial Families is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1976
- **Assets under management:** Undisclosed
- **Website:** financialfamilies.com
- **LinkedIn:** https://www.linkedin.com/company/financialfamilies

## Regulatory record

- **CRD number:** 170373
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170373

## About

Bring Success Home! | With a proud focus on loving families, FinancialFamilies delivers the fee-only fiduciary financial planning and investment management services expected of NAPFA members. By exclusively serving families who intend to manage their financial and personal success on a continual basis, annual retainer services are particularly well enhanced and refined.

## Sectors

- Real Estate
- Private Credit
- Royalties

## People

- Mark Van Mourick — CEO & Founder

## Questions

### How does Financial Families source its real estate and credit deals?

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.

### What does Financial Families invest in beyond real estate?

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.

### Who makes the final investment decisions at Financial Families?

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.

### Does Financial Families take outside institutional capital?

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.

## Related profiles

- [Financial Vision Advisory Services](https://altss.com/profile/financial-vision-advisory-services-llc)
- [FINANCIALMD](https://altss.com/profile/financialmd-llc)

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Last updated: 2026-07-06T01:24:16.598Z

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