Family Office Foundation

The Family Office Foundation, located in Costa Mesa, CA, specializes in guiding families in the effective transfer of wealth and values to the next generation. Through annual meetings and professional advisement, they aim to foster unity, inspire personal callings, and clarify leadership and philanthropic responsibilities within families.

By combining technical planning with personal storytelling, the foundation helps families articulate their legacies and ensure that future generations appreciate the significance of their inherited wealth. Their approach often includes the use of charitable trusts to allow families to maintain connections to their funding sources while pursuing meaningful philanthropic endeavors.

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