Marion Douglas & Assoc
Marion Douglas & Associates, based in Irvine, CA, has been a trusted advisor for families seeking wealth preservation and legacy planning for over 45 years. The firm specializes in a wide range of services, including estate planning, philanthropic strategies, business succession, and investment management, ensuring clients maintain control over their assets while maximizing tax efficiencies.
With a team of highly specialized professionals from various disciplines, Marion Douglas & Associates collaborates to design and implement state-of-the-art strategies tailored to the unique needs of high-net-worth families and closely held businesses. Their comprehensive approach integrates estate planning, asset protection, and employee benefits, providing clients with peace of mind and a secure financial future.
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