Top Family Offices in Marina Del Rey 2026

Key Facts

• The Marina del Rey family office market centers on Arrowroot Family Office, which manages $373.9 million in assets under management (AUM) and serves over 1,400 accounts from its Glencoe Avenue headquarters.
• The broader Westside Los Angeles corridor, including Beverly Hills and Marina del Rey, hosts a mix of single family offices (SFOs), multi-family offices (MFOs), and hybrid firms with family office roots.
• Lido Advisors in Beverly Hills serves families with net worth from $3 million to $400 million through an outsourced "quarterback" service model.
• Seidler Equity Partners, a hybrid wealth platform and private equity firm, has maintained partnerships lasting 7 to 15 years with portfolio companies.
• Co-investment and informal deal sharing among Southern California family offices is growing, with bimonthly networking events held at the Peninsula Hotel in Beverly Hills.
• Real estate, venture capital, and direct company allocations rank as the top three sectors for Marina del Rey and Westside LA wealth managers.
• National MFOs including Pathstone ($100 billion AUM), Cresset Capital ($237 billion AUM), and Creative Planning ($354 billion AUM) also serve ultra-high-net-worth (UHNW) families in the region.

Marina del Rey Family Office Landscape Overview

Marina del Rey sits at the heart of the Westside Los Angeles wealth corridor, bordered by Venice, Playa Vista, and the Silicon Beach tech hub. This coastal pocket draws entrepreneurs, entertainment executives, and tech founders whose liquidity events create demand for both local and national private wealth services. Arrowroot Family Office operates its headquarters here with $373.9 million in managed assets, while Skybones Capital provides consulting from the same zip code.

The broader ecosystem extends into Beverly Hills and Century City. Firms like Lido Advisors and Winnick & Co. serve families through very different models. Lido hosts the annual Family Office Wealth Management Forum in Laguna Beach, drawing 70 to 100 attendees. It also runs a Santa Monica symposium with up to 400 participants. These events fuel the informal deal-sharing culture that defines Southern California's wealth community.

Wealth creation over the past two to three decades has expanded the local market, especially from tech startups and entertainment exits. The multi-family office model has pushed access thresholds down to families with $2 to $3 million in net worth. That figure sits well below the $100 million minimum typical for a standalone SFO. Marina del Rey families can choose between deeply personal SFO-level service and the pooled resources of an MFO, often within a 15-minute drive.

Family Office Comparison

The table below compares wealth firms operating in or near Marina del Rey. AUM figures appear only where verified data exists.

Family Office	Type	AUM	Investment Focus	Services	Location
Arrowroot Family Office	MFO / RIA	$373.9M	Wealth management, real estate funds, tax planning	Full service (investment, tax, estate, M&A, charitable giving)	Marina del Rey, CA
Aspiriant	RIA	$13.1B	Full wealth management	Investment, accounting, tax planning	Los Angeles, CA
Lido Advisors	MFO	—	Wealth management, consulting	Quarterback model, forums, symposiums	Beverly Hills, CA
Seidler Equity Partners	Hybrid (FO/PE)	—	Growth capital, non-control investments	Capital, operational support, strategy	—
Winnick & Co.	SFO	—	Direct allocations, diversified	Deal sourcing, external vetting	Beverly Hills, CA
Skybones Capital	Consulting	—	Family office advisory	Deal screening, co-investment, governance	Marina del Rey, CA
North Pier Fiduciary Management	RIA	—	Fiduciary management	Investment advisory	—

Aspiriant leads in sheer scale at $13.1 billion, but its model is a registered investment adviser (RIA) rather than a traditional FO. Arrowroot is the only MFO headquartered directly in Marina del Rey with verified capital under management. Most local SFOs, including Winnick & Co., do not disclose assets publicly.

Top Picks by Strategy

• Largest Local AUM: Arrowroot Family Office, with $373.9 million in verified assets and 1,434 accounts under discretionary management.
• Best for Direct Investments: Winnick & Co., where founder Gary Winnick (estimated net worth $1.33 billion as of 2016) runs an in-house deal sourcing team that vets every opportunity through outside specialists.
• Top Hybrid FO/PE Platform: Seidler Equity Partners, whose 30-year partnership track record includes growing one portfolio company's EBITDA from $5 million to nearly $50 million over 15 years.
• Strongest Networking Platform: Lido Advisors, which hosts the Laguna Beach Family Office Wealth Management Forum and a Santa Monica symposium reaching 400 attendees.
• Best for Emerging Wealth Offices: Skybones Capital, founded by Gregg Richie after nearly 20 years running billionaire Gary Winnick's SFO.
• Most Accessible Entry Point: Arrowroot Family Office, with a stated minimum of $25,000 (negotiable) and no reduction in service for smaller accounts.
• Widest Regional RIA: Aspiriant, managing $13.1 billion from its Los Angeles base with investment, accounting, and tax services under one roof.

Top 7 Family Offices in Marina del Rey and Westside LA in Detail

Arrowroot Family Office

The only multi-family office headquartered in Marina del Rey, Arrowroot manages $373.9 million through an 18-person team with over 100 years of combined fiduciary experience. CEO Rob Santos built the firm after serving on the seven-member investment committee at Salem Partners Wealth Management, a Beverly Hills MFO and investment bank. Arrowroot's edge is breadth: tax planning, estate planning, retirement planning, M&A advisory through its Arrowroot Partners division, and even Medicare planning.

The firm charges 0.75% to 1.00% of AUM annually and holds SEC registration as an RIA. It manages 1,374 of its 1,434 accounts on a discretionary basis, meaning the team executes trades without per-trade client approval. Families seeking a single firm to handle everything from 529 college plans to charitable giving strategies will find one of the few full-service MFOs on the Westside here.

Seidler Equity Partners

This hybrid firm invests like a private equity shop but operates with the patience of a family wealth platform. Its non-control philosophy lets founders keep operational authority while receiving growth capital. One 15-year partnership grew a company's EBITDA from roughly $5 million to nearly $50 million.

The 40-person team works in both the U.S. and Australia, giving portfolio companies rare access to trans-Pacific deal flow. Seidler prioritizes culture preservation, confidentiality, and conservative balance sheets over aggressive leverage. Founder-led middle-market businesses looking for capital without ceding board control find this model especially relevant.

Lido Advisors

Lido steers outside specialists in tax, legal, and estate planning on behalf of its clients rather than building every service in-house. Chairman Gregory Kushner designed this outsourcing "quarterback" model for families whose needs span $3 million to $400 million in net worth.

The firm's Laguna Beach forum and Santa Monica symposium have become two of Southern California's most attended wealth networking events. This convening power gives Lido clients access to deal flow and co-investment opportunities that smaller, isolated offices cannot match.

Winnick & Co.

Gary Winnick, the billionaire founder of Global Crossing, runs this Beverly Hills SFO with a hands-on capital deployment approach. His in-house team sources deals constantly, but Winnick insists on running every opportunity past outside advisers before committing capital.

This dual-screening method (in-house sourcing paired with external vetting) reduces the risk of impulse decisions. The firm outsources tax and legal work to third-party specialists. As a single family office, Winnick & Co. does not accept outside clients. Its approach to deal screening has influenced how other Westside SFOs operate.

Skybones Capital

Gregg Richie brings nearly 20 years of operating experience from one of the region's largest billionaire SFOs to his Marina del Rey consulting practice. After running the Winnick & Co. office, he launched Skybones to advise other families on deal screening, co-investment structure, and governance best practices.

For families setting up their first SFO or MFO on the Westside, Richie's direct experience fills a clear gap. Most local firms manage money. Skybones advises on how to build the office itself.

Aspiriant

Aspiriant is the largest RIA in the Westside corridor by managed assets, overseeing $13.1 billion from its Los Angeles base. The firm combines portfolio management, accounting, and tax planning into a single platform. It serves high-net-worth individuals who want institutional-grade asset allocation without the cost of a standalone SFO. Its scale unlocks fee structures and fund access that smaller firms cannot negotiate.

North Pier Fiduciary Management

North Pier operates on a strict fiduciary model, legally binding it to act in clients' best interests. Details on capital managed and team size remain limited. The fiduciary-only structure aligns it with the fee-only advisory movement gaining traction in Southern California. Families who want to confirm their adviser has no product-sales conflicts can verify North Pier's RIA registration with the SEC.

Investment Trends Shaping This Market

Real Estate and Multi-Family Property Allocations

Marina del Rey's coastal location puts real estate at the center of local wealth portfolios. Arrowroot's Real Estate Fund II LP raised $4.1 million, and roundtable discussions between Arrowroot, Roundhouse, and Fox Hollow Ventures have focused on multi-family property strategies. Proximity to the Venice and Playa Vista markets gives local offices early access to development deals that national firms must source remotely.

Co-Investment and Informal Deal Sharing

Southern California wealth managers increasingly invest alongside each other to spread risk. Bimonthly networking sessions at the Peninsula Hotel in Beverly Hills and events like the Laguna Beach Forum create a pipeline for co-investment deals. This informal structure contrasts with the formal fund-of-funds model common in New York, where deal sharing follows more institutional channels.

Direct Company Investments Over Fund Allocations

Winnick & Co. and Seidler Equity Partners both favor direct stakes in private companies rather than committing capital to blind-pool funds. Seidler's non-control approach allows founders to retain ownership while accessing growth capital. This trend reflects a broader Westside preference: families who built wealth through entrepreneurship want hands-on involvement in their portfolios.

Charitable Giving as a Core Service

Arrowroot lists philanthropic planning as a standard offering, and its team members sit on boards ranging from Cristo Rey High School to marine conservation groups. In a community where entertainment and tech wealth often comes with public visibility, structured charitable giving also serves as a wealth preservation and tax planning tool under California's state income tax code.

How to Choose the Right Wealth Advisor in Marina del Rey

Fiduciary status matters more on the Westside than in most markets. The density of wealth firms here creates a wide range of compensation models. Arrowroot operates as a fee-only fiduciary RIA, charging 0.75% to 1.00% of AUM. Some Beverly Hills firms earn commissions from product sales instead. Verifying SEC registration and asking whether the firm sells any financial products is the single most important screening step.

Ownership structure separates local offices sharply. Arrowroot is employee-owned, with no private equity parent pressuring the firm to cross-sell or grow assets at the expense of client service. Families should ask directly whether the firm's owners have outside investors with return targets.

Team depth is easy to overlook in a market with many solo advisers. Arrowroot assigns a full team to each client, while Lido's quarterback model coordinates outside specialists. A solo adviser dependency creates risk if that person leaves or becomes unavailable. Families with estates above $10 million should confirm they will interact with at least two senior professionals.

California's tax code adds complexity absent in states like Texas or Florida. Effective estate and succession planning in Marina del Rey requires coordination between portfolio management, state tax strategy, and trust services. Offices that lack in-house tax capability, or a strong network of outside tax specialists, may leave money on the table during wealth transfers.

Families with active direct investment interests should also evaluate deal screening capability. Winnick & Co.'s dual in-house and external vetting model is the local gold standard. Accepting startup tips from accountants or friends without formal diligence is one of the most common mistakes in this market.

Which Family Office Fits Your Needs?

UHNW families with $50 million or more in liquid assets who want a single point of contact for portfolio management, tax, estate planning, and charitable giving should evaluate Arrowroot. Its full-service MFO model, combined with the Arrowroot Partners M&A advisory division, covers the widest range of needs from a Marina del Rey base. Aspiriant offers comparable breadth at larger scale from its Los Angeles headquarters, overseeing $13.1 billion.

Business owners planning a sale or liquidity event face a specific challenge on the Westside: connecting with capital partners who respect founder culture. Seidler Equity Partners' non-control model and 15-year partnership track record speak directly to this need. Skybones Capital can advise on structuring the private wealth office itself after a major exit, drawing on Gregg Richie's two decades of operating experience at a billionaire SFO.

Next-generation wealth holders and families with $3 million to $10 million in assets benefit from Lido Advisors' quarterback model. It provides access to specialist tax and legal advisers without the overhead of a full in-house team. Arrowroot's $25,000 negotiable minimum and no-tier service model also welcome families earlier in their wealth journey who want a long-term advisory relationship that can scale.

Methodology

This article profiles marina del rey family office options and the broader Westside LA wealth management market based on SEC filings, firm disclosures, and publicly available data as of 2026. Office selection prioritized firms headquartered in or near Marina del Rey, supplemented by Beverly Hills and Los Angeles offices that serve the same client base. AUM figures appear only where verified through regulatory filings or firm disclosures. Offices without public AUM data earned inclusion based on their market presence, service model, or relevance to the local wealth advisory search. National MFOs appear where web research confirmed they actively serve Southern California UHNW families.