Multi-Family OfficeRIA · CRD 106079SEC-Registered

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Tarbox Family Office

Tarbox Family Office was established in 1985 by Laura Tarbox in Newport Beach. The firm grew directly from her personal advisory business into a multi-family...

Tarbox Family Office logo

Tarbox Family Office

Tarbox Family Office was established in 1985 by Laura Tarbox in Newport Beach. The firm grew directly from her personal advisory business into a multi-family platform serving affluent clients with multigenerational mandates. The firm deploys capital through co-investments in private equity, real estate partnerships and private credit vehicles. Holdings include iShares Bitcoin Trust. Geographic reach covers North America and Europe. Buyout-stage opportunities and fund-of-funds structures appear alongside direct real-estate commitments. The team comprises five named managing principals. Laura Tarbox serves as President and CEO. Mary Sigler holds the roles of Chief Operating Officer and Chief Compliance Officer. Kai Xiong acts as Chief Investment Officer. Additional offices are not disclosed. Laura Tarbox maintains leadership positions in the Financial Planning Association and the CFP Board of Standards. The firm’s structure remains anchored to its advisory origins, with investment decisions executed through a single integrated entity rather than separate fund vehicles or external managers.

General information

Firm type

Multi Family Office

Year founded

1985

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

500 Newport Center Drive, Suite 500, Newport Beach, CA 92660, United States

Principals

Laura Tarbox

Founder and CEO

Mary Sigler

Chief Operating Officer and Chief Compliance Officer

Michael J. Nozzarella

Managing Director

Kai Xiong

Chief Investment Officer

Erin Itkoe

Director of Financial Planning

Sector focus

Private EquityReal EstatePrivate CreditHedge Funds

Frequently asked questions

What is Tarbox Family Office?

Tarbox Family Office is a multi family office headquartered in Newport Beach, United States.

When was Tarbox Family Office founded?

Tarbox Family Office was founded in 1985.

Where is Tarbox Family Office headquartered?

Tarbox Family Office is headquartered in Newport Beach, United States, in the North America region.

What does Altss track for Tarbox Family Office?

Altss maintains an OSINT-verified profile of Tarbox Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Tarbox Family Office's website?

Tarbox Family Office's public website is tarbox.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Tarbox Family Office?

Tarbox Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Tarbox Family Office?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Tarbox Family Office's Altss profile last updated?

Tarbox Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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