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Family Office - Multi • Costa Mesa, United States

Family Office Services

Family Office Services is a family office - multi based in Costa Mesa, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$100M
Assets Under Mgmt
Family Office - Multi
Investor Type
Costa Mesa, United States
Headquarters
About

Family Office Services

Family Office Services is a multi-family office based in Irvine, California. The firm is focused on helping, develop and implement plans for minimizing taxes and maximizing benefits for the family and business. The assets of the firm are managed by the executive management team.

Investment Focus

What Family Office Services Invests In

Sectors & themes: Charitable Investments, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing, Investment Management, Fund of Funds, Capital Markets High-Level Sectors, Non-Profit, Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 695 Town Center, Suite 700\nCosta Mesa\nCalifornia\n92626\nUnited States

Contact Family Office Services

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.