Family Financial Strategies

Marcus Adams Capital LLC, located in Los Angeles, CA, specializes in personal financial management, investment supervision, and tax planning to help clients navigate their financial landscapes. With a focus on compliance and estate planning, the firm aims to provide comprehensive financial services tailored to high net worth individuals and families. Founded in 1962, Morgan Adams Inc. is committed to preserving and maximizing the assets of affluent families in Southern California. The company prides itself on offering exceptional investment products and financial services designed to benefit future generations. Generated from the website

American Realty Advisors has been providing real estate investment solutions to public and corporate pension funds, endowments, foundations, and Taft-Hartley trust funds for more than 18 years. With more than $3.5 billion in assets under management, the company is a Securities & Exchange Commission registered investment advisor. It is also a Qualified Professional Asset Manager, investment manager and fiduciary under the Employee Retirement Income Security Act of 1974. It utilizes core and value-added commingled funds and separate accounts, and its portfolio includes office, industrial, multifamily, and retail properties nationwide. American Realty Advisors also provides takeover and workout services for distressed, under-performing, and mismanaged real estate. Its asset enhancement and portfolio takeover services include value optimization for equity real estate investments, including single assets and large portfolios, workout and stabilization of under-performing or nonperforming mortgages and portfolio liquidations. The company s corporate office is located in Glendale, Calif.

CommonWealth Partners is a Los Angeles-based investment firm specializing in real estate, offering a comprehensive range of services including portfolio management, asset management, and property management. The company is committed to delivering high-quality investment transactions and development projects while adhering to its mission and investment philosophy. With a focus on environmental, social, and governance (ESG) commitments, CommonWealth Partners emphasizes stakeholder engagement and measures its progress in sustainability initiatives. The firm has garnered recognition for its achievements in the industry, reflecting its dedication to excellence and responsible investment practices. Generated from the website