Here are ten of the top active family offices from our database that are based in California, along with their websites:
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Lido Advisors Inc. (Beverly Hills)
Lido Advisors has spent more than 25 years building on the best practices of dynamic ultra-wealthy families, distilling that experience into Lido One, its signature family-office-style offering. The firm brings together professionals across multiple disciplines and pairs in-house investment capabilities with an extensive network to deliver holistic wealth management once limited to the ultra-wealthy. -
Manhattan West (Los Angeles)
Manhattan West is a global strategic investment firm and alpha-seeking alternatives platform built for institutional investors in the United States and abroad. The firm delivers differentiated opportunities in cutting-edge sectors, emphasizing risk management and thorough analysis to select high-potential investments. -
Powers Capital, LLC (San Francisco)
Powers Capital is a single family office based in San Francisco that invests across asset classes with a global mandate, combining direct investments in public and private companies with allocations to external managers focused on private equity and absolute return strategies. The firm seeks to partner with 'best in class' management and investment teams that show strong alignment with investors. -
Sepio Capital (San Francisco)
Sepio Capital is a multifamily office and SEC-registered institutional investment advisor. Its affiliate, Sepio Trust Company, is a Wyoming-chartered trust and fiduciary business that helps clients optimize estates through Wyoming's tax and asset protection advantages via directed and discretionary trustee services. The firm's investment expertise draws on nearly 40 years of navigating markets, and it can serve as an outsourced chief investment officer for clients. -
AME Cloud Ventures (Menlo Park)
AME Cloud Ventures is a venture fund led by Jerry Yang, co-founder of Yahoo!, focused on seed- to later-stage companies building infrastructure and value chains around data. The firm backs technology-heavy companies gathering or creating unique data across the stack, from infrastructure to applications, mobile and sensors, and provides founders with operational experience and networks of mentors and international partners, particularly in China. -
Dolby Family Ventures (San Francisco)
Dolby Family Ventures has, since 2014, supported visionary entrepreneurs in the early stages of companies solving complex science and engineering challenges. Taking a long-term, collaborative approach, the firm funds entrepreneurs tackling difficult, long-term problems across precision neuroscience, life sciences platforms, aerospace, digital deep tech and climate tech. -
Magic Johnson Enterprises (Beverly Hills)
Magic Johnson Enterprises serves as a catalyst for community and economic empowerment, providing access to high-quality entertainment, products and services that meet the demands of multicultural communities. -
Tarbox Family Office (Newport Beach)
Tarbox Family Office is a fee-only, multi-family office founded in 1985 that works with a select group of approximately 100 wealthy families across the United States. The Newport Beach firm provides comprehensive financial planning and investment management and manages $967 million in assets. -
ICONIQ Capital (San Francisco)
ICONIQ Capital is a global investment firm with more than $100 billion in assets under management. The firm partners with visionaries transforming industries, manages clients' investment portfolios and legacies, and champions collaborative philanthropy alongside its investment work. -
Seven Post Investment Office LP (San Francisco)
Seven Post Investment Office is a privately owned partnership, independent of other financial institutions, that provides customized investment counsel to clients with significant assets. The firm follows a value-oriented, long-standing investment philosophy, managing core investments directly while engaging third-party sub-advisers, with a mission to preserve and enhance client wealth.
For more information and listings of active family offices: