List of Family Offices in Los Angeles 2026

Key Facts

• At least 19 family offices in the LA metro area actively source deals through investment networks. The true metro count likely exceeds 50 when including private offices.
• Bessemer Trust, one of the largest multi-family offices (MFOs) serving LA clients, reports $250 billion in assets under supervision firm-wide.
• Century City, Beverly Hills, Santa Monica, and Newport Beach form the primary geographic clusters for family office activity.
• Single family offices (SFOs) outnumber MFOs in the LA market. Celebrity-founded and entrepreneur-led offices represent a distinct local category.
• California residents earning $50 million or more per year reached 3,200 by the end of 2021, a 158% increase from 2019.
• Direct deal activity is accelerating. Fernandez Holdings has closed 28 transactions, and StoneCalibre has acquired 36 companies to date.
• Entertainment, real estate, and technology remain the dominant wealth sources feeding LA's family office ecosystem.

Los Angeles Family Office Landscape

Family offices in Los Angeles operate within one of the most distinctive wealth ecosystems in the United States. Entertainment wealth, tech crossover capital, and deep real estate holdings converge in a metro area spanning Century City, Beverly Hills, Santa Monica, Downtown LA, and Newport Beach. California's ultra-high-net-worth (UHNW) population surged between 2019 and 2021, with those reporting $1 million to $2 million in annual income climbing 62% to 170,500.

The LA market differs from New York or Chicago in one critical respect. Celebrity-founded offices like Sound Ventures (Ashton Kutcher) and OW Management (Oprah Winfrey) sit alongside old-money foundations such as the Annenberg and Ahmanson families. This mix produces unusual deal flow, especially where entertainment meets venture capital and impact investing.

National MFOs have taken notice. Rockefeller Global Family Office, Bessemer Trust, and Cresset all expanded dedicated LA teams starting in 2023.

SFOs dominate the local count, but a growing number of registered investment advisors (RIAs) now offer family office-level services. Lido Advisors reports $46.4 billion in regulatory assets under management (30 June 2026), and Aspiriant reports $18.0 billion in its 2026 SEC Form ADV. Evoke Advisors, which managed about $27 billion in June 2025, was acquired by Cleveland-based MAI Capital Management and continues as an MAI brand for ultra-high-net-worth clients. These firms blur the line between traditional wealth advisory and full-service family office, giving LA families more options than most U.S. markets.

Family Office Comparison

The table below compares the most prominent wealth management firms operating in or serving the LA metro area, sorted by AUM where available.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
Guggenheim Partners	MFO	$251.9B (Guggenheim Investments AUM)	Diversified investment management	Investment management	Santa Monica
Bessemer Trust	MFO	$250B (supervised)	Full wealth management	Full service (investment, trust, estate, tax, HR, bill pay)	Los Angeles (global)
Rockefeller Global Family Office	MFO	$171B	UHNW wealth management	Tax, estate, insurance, charitable giving	Southern California
Lido Advisors	MFO-style RIA	$46.4B (RAUM)	Holistic wealth management	Family office-style services	Los Angeles
Evoke Advisors (MAI Capital Management)	MFO-style RIA	$27B (June 2025)	Financial planning, investment management	Tax, financial planning, family office services	Los Angeles
Aspiriant	MFO	$18.0B (RAUM)	Tax, estate, private markets	Tax, estate, charitable giving strategy	Brentwood
Main Street Advisors	RIA with FO services	$9.6B (RAUM)	Entertainment client wealth	Film financing, VC, real estate, CFO-style services	Downtown LA
Shiro Capital	SFO	$1B+ invested	Public and private equity	Investment management	Los Angeles
CJ Park & Associates	SFO	$250M portfolio	Retail and multifamily real estate	Real estate, venture capital	Los Angeles
BDT & MSD Partners	Merchant bank	—	Diversified capital deployment	Merchant banking	Santa Monica

Several SFOs in this market (Fernandez Holdings, StoneCalibre, Karlin Asset Management) do not disclose AUM but maintain active deal pipelines. The strongest theme in this table is the range of service models. Families can choose between global MFO platforms and boutique SFOs with highly specific sector expertise.

Top Picks by Strategy

• Largest AUM in LA: Guggenheim Partners, whose Guggenheim Investments arm reports $251.9 billion in assets under management (30 June 2026), with a Santa Monica base
• Best for Full-Service Family Office: Bessemer Trust, offering a 3-to-1 client-to-employee ratio and a 99% ten-year client asset retention rate
• Top Direct Deal Platform: Fernandez Holdings, with 28 closed deals targeting middle-market companies with $20 million to $250 million in revenue
• Strongest International Reach: StoneCalibre, operating from Los Angeles, Paris, and London with 36 companies acquired through seven investment platforms
• Leading Entertainment Wealth Specialist: Main Street Advisors ($9.6 billion in regulatory AUM), providing CFO-style services and film-financing access to entertainers and athletes
• Best for Impact and ESG: Sound Ventures, focused on circular economy, sustainability, and responsible supply chain investing
• Most Active Co-Investment Network: Ligo Partners, connecting 910 private wealth offices with a combined net worth of $112 billion to tech-focused deal flow

Top Family Offices in Los Angeles in Detail

Bessemer Trust

No other MFO in Los Angeles matches Bessemer Trust's breadth of service. The firm reports $250 billion in assets under supervision globally and staffs its LA office with wealth advisors, trust specialists, and tax professionals. Services range from capital deployment and estate planning to bill pay, HR support, and family financial education.

Bessemer's 99% ten-year client asset retention rate sets a benchmark few competitors reach. Tech founders and real estate families with liquidity events above $100 million get dedicated teams coordinating public and private portfolios, insurance advisory, and property strategy. Jeff J. Glowacki leads the LA wealth advisory practice.

BDT & MSD Partners

MSD Partners, the investment firm that since 2009 had invested on behalf of Michael Dell, his family, and like-minded investors, combined with Byron Trott's merchant bank BDT & Company in 2023 to form BDT & MSD Partners, which has an office in Santa Monica. Byron Trott and Gregg Lemkau lead the combined firm. Dell's own family office, formerly MSD Capital, became DFO Management in late 2022 and is a separate firm. The result blends capital from the Dell family and like-minded investors with institutional merchant banking.

BDT & MSD Partners invests in diversified assets and advises founder-led businesses seeking long-term capital rather than typical private equity timelines. Its Santa Monica presence gives it direct access to entertainment and tech deal flow that pure East Coast firms miss.

Rockefeller Global Family Office

Rockefeller expanded aggressively into Southern California starting in 2023, recruiting advisor teams from Wells Fargo, Merrill Lynch, and Morgan Stanley. Dakota's 2026 ranking of New York City family offices puts Rockefeller Global Family Office at $171 billion in assets. Its LA push included hiring the Willis Wealth Partners team, which manages $350 million.

Rockefeller's service model covers tax planning, insurance, trusts, estate planning, charitable giving, and executive compensation. For UHNW families who want legacy-name credibility combined with modern wealth structuring, this expansion signals serious commitment to the LA market.

Fernandez Holdings

With 28 closed transactions, Fernandez Holdings is the most active deal-maker among LA-based private wealth offices. The firm targets middle-market businesses with $20 million to $250 million in revenue. In 2023 alone, it acquired Mountain View Equipment, Theriault Equipment, Harvest Equipment, and ALL POWER.

Fernandez takes a long-term hold approach, investing in well-managed companies and making incremental improvements rather than pursuing quick exits. Business owners seeking a patient buyer with operational depth will find few better-matched options in this market.

StoneCalibre

StoneCalibre has acquired 36 companies through seven investment platforms since 2012, operating from Los Angeles, Paris, and London. The firm targets corporate divestitures, buy-and-build strategies, and special situations through control transactions. Notable deals include Serviquimia, Data 911, Amtel, and XMedius.

This international footprint is unusual for an LA-based SFO. It gives the firm access to European deal flow that domestic-only offices cannot match.

Karlin Asset Management

Gary Karlin Michelson built his fortune through a $1.4 billion intellectual property settlement with Medtronic in 2005. His SFO now invests in public equities, real estate, commercial finance, and venture capital. Karlin Ventures, the firm's evergreen VC arm, writes checks of $100,000 to $1 million in local tech startups.

Portfolio companies include Embrace (mobile app monitoring) and Getlabs (digital medical services, $3 million round in 2021). Karlin bridges medical IP wealth with LA's startup scene in a way no other local office replicates.

Main Street Advisors

Entertainment-industry fluency defines Main Street Advisors. The firm manages $9.6 billion (regulatory AUM, SEC Form ADV) from Downtown LA and serves as the go-to wealth advisor for entertainers, athletes, and high-profile entrepreneurs.

Main Street offers CFO-style services, film-financing access, venture capital, and real estate alongside traditional portfolio management. For celebrity clients with complex income streams spanning royalties, licensing, and production deals, this level of sector-specific knowledge is something generalist MFOs lack.

Aspiriant

Tax strategy and estate planning drive Aspiriant's $18.0 billion practice in Brentwood. The firm runs its own private markets fund, giving clients direct access to alternative allocations without external fund-of-fund layers.

Aspiriant's core strength is integrated tax and estate work for families with complex California tax exposure and multi-state holdings. For high-net-worth families navigating the state's 13.3% top income tax rate, this specialization translates to measurable savings.

Gupta Family Office (GFO Companies)

GFO Companies combines multi-family real estate, tech startup investing, cloud computing, and impact investing under one SFO umbrella. The Gupta family made early bets on Palantir and Coupang, both of which reached public market valuations in the tens of billions.

Their real estate holdings span multifamily properties. The office maintains an active impact mandate that connects commercial returns with social outcomes, a model gaining traction among LA families balancing profit and purpose.

Sound Ventures

Ashton Kutcher's SFO stands apart in the LA market for its explicit ESG and sustainability focus. Sound Ventures targets circular economy businesses and sustainable supply chain companies.

In a market where most SFOs chase real estate or tech returns, Sound Ventures occupies a niche appealing to next-generation wealth holders. Families who prioritize environmental impact alongside financial performance will find a rare alignment of values and capital deployment here.

Siwa Capital

Daniel Farag left Goldman Sachs investment banking and GI Partners private equity to found Siwa Capital. The firm targets small and lower middle-market companies. Before launching Siwa, Farag grew an aquaculture business from $100,000 to $20 million in revenue as CEO.

In 2024, Siwa closed four deals: TelcoBridges, Steel River, SabrePak, and OnPoint Generators. The operator-investor model sets Siwa apart from passive family office allocators.

Investment Trends Shaping This Market

Direct Investments Replace Passive Allocations

LA wealth firms increasingly act as operator-investors rather than limited partners in outside funds. Fernandez Holdings (28 deals), StoneCalibre (36 companies), and Siwa Capital (4 deals in 2024) all acquire and operate businesses directly. Lower middle-market companies with $5 million to $100 million in enterprise value are the primary targets.

This shift reflects a broader move toward control transactions. In these deals, family offices bring operational expertise, not just capital. The pattern is especially strong in LA, where founder-operators like Farag (Siwa) and the Fernandez team draw on hands-on business-building experience.

Entertainment Wealth Fuels New Office Formation

Celebrity-founded offices continue to reshape the LA market. Sound Ventures, OW Management, and Ranger Capital Advisors (Diller-Von Furstenberg family) each bring entertainment industry capital into venture, impact, and diversified investing.

Main Street Advisors ($9.6 billion in regulatory AUM) built an entire platform around entertainment client needs, including film financing and production-related real estate. No other U.S. city generates this volume of entertainment-origin family offices.

National MFOs Compete for LA Market Share

Rockefeller Global Family Office recruited multiple advisor teams from large banks in 2023 and 2024. Bessemer Trust maintains a full-service LA office. Cresset operates from Century City with a True Fiduciary standard.

This influx of national MFO capital puts competitive pressure on local boutique firms. To compete, these smaller practices must demonstrate specialized value through deeper tax expertise, private deal access, or entertainment-sector knowledge that national platforms struggle to replicate.

Co-Investment Networks Gain Traction

Ligo Partners connects 910 family offices with $112 billion in combined net worth through a co-investment platform. The platform channels tech deal flow from Silicon Valley, New York, and LA. Industry databases list 19 or more LA-based wealth firms with active deal histories.

These networks allow smaller SFOs to access direct investments at deal sizes and quality levels that would be unreachable individually. For single family offices with under $500 million in assets, co-investment solves the scale problem without sacrificing control.

How to Evaluate a Family Office in the LA Market

LA families face a challenge most U.S. markets do not: too many options spanning global MFOs, local SFOs, celebrity-adjacent advisors, and RIAs with family office branding. The first filter should be service model fit. Bessemer Trust's 3-to-1 client-to-employee ratio and 99% ten-year client asset retention rate set concrete benchmarks for full-service MFOs.

California's tax environment adds complexity. The state's top marginal income tax rate of 13.3% makes integrated tax and estate planning essential. Aspiriant and Evoke Advisors both emphasize tax strategy as a core service. Families with multi-state or international holdings should verify that any prospective office has dedicated California tax counsel.

Entertainment and tech wealth require sector-specific fluency. Main Street Advisors built its $9.6 billion practice on understanding royalty streams, production financing, and licensing structures. A generalist MFO may offer lower fees but lack the ability to optimize around entertainment-specific income patterns. Business owners evaluating a liquidity event should ask whether the firm has closed comparable transactions in LA.

Fee transparency separates serious contenders. Most MFOs charge 0.25% to 1.5% of AUM, while standalone SFOs cost $1 million to $2 million annually to operate. Red flags include pressure to invest in proprietary products, opaque performance fee structures, and no fiduciary commitment. Cresset's True Fiduciary standard provides one model for explicit alignment of interests.

Multi-generational families should also ask about succession planning and family governance support. Transferring entertainment royalties, real estate portfolios, or founder equity to the next generation requires specialized legal and tax coordination that generic wealth advisors rarely provide.

Which Family Office Fits Your Needs?

Ultra-high-net-worth families with $200 million or more in liquid assets should evaluate Bessemer Trust and Rockefeller Global Family Office first. Both offer full platforms covering capital deployment, trust and estate planning, tax advisory, and charitable giving at scale. Families who want a single provider to coordinate every financial dimension will find the deepest bench at these two firms.

Business owners planning a sale or liquidity event benefit from offices with direct-deal experience. Cresset's Century City team specializes in business liquidity planning for founders and entrepreneurs. Fernandez Holdings and StoneCalibre offer a different angle: they are potential buyers for middle-market companies. Founders selling a business in the $20 million to $250 million revenue range should explore whether a family office buyer offers better alignment than traditional private equity.

Next-generation wealth holders drawn to impact investing have strong LA-specific options. Sound Ventures focuses on sustainability and circular economy. The Gupta Family Office blends tech investing (Palantir, Coupang) with impact mandates. For families where the rising generation wants to direct capital toward environmental or social outcomes, these offices provide models that traditional MFOs are still developing.

Methodology

This list of family offices in Los Angeles draws from publicly available deal records, regulatory filings, and industry databases as of early 2026. Offices qualified based on verified LA metro area presence, documented allocation activity, or confirmed service offerings to UHNW families. AUM figures reflect the most recent publicly reported data. Offices without disclosed AUM qualified on deal history and market presence. The list covers both nationally headquartered firms with dedicated LA offices and locally founded SFOs. Many single family offices operate privately without public disclosure, so this compilation is not exhaustive.