Living Well Family Office

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Living Well Family Office Overview

Type
Multi Family Office

General Information

Living Well Family Office is a multi-family office headquartered in Malibu, United States. Founded in 2014, the firm provides wealth preservation, estate planning, and lifestyle advisory services for entrepreneurial and professional-athlete families. Its team integrates financial stewardship with wellness retreats and family governance education to help clients sustain legacies across generations—offers holistic succession planning, lifestyle optimization, and wellness-focused multi-generational wealth services.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Malibu, CA, United States

Portfolio & Notable Allocations

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