TOP 30 Family office management in Irvine, California

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The Buncher Family Law Corporation, located at 101 Pacifica in Irvine, California, is a reputable institution known for their results, clarity, and tenacious representation. Led by Managing Partner Sven Buncher and Associate Andrew Bader, they offer comprehensive Clear Legal Strategy Meetings to analyze specific issues in each case. Please note that the information on their website is for general informational purposes only and should not be taken as legal advice. Visiting the institution does not establish an attorney-client relationship. Contact The Buncher Family Law Corporation for expert legal representation at their office in Irvine, California.

The Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.

The Law Offices of Stephanie K. Kitzes, APC is a reputable legal institution located in Irvine, California. Led by experienced attorney Stephanie K. Kitzes, the firm specializes in providing high-quality legal services in various areas of law including family law, estate planning, and probate. With a commitment to personalized attention and professional representation, the team at Law Offices of Stephanie K. Kitzes, APC is dedicated to helping clients navigate complex legal matters with confidence and ease. Located at 8 Corporate Park in Irvine, California, the firm is conveniently situated to serve clients throughout the region.

The Irvine, CA Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 20 Pacifica in Irvine, California. With a strong presence in the community, this branch offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals provides personalized investment advice, wealth management solutions, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Irvine, CA Branch Office of UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.

MST Financial Wealth Management - Northwestern Mutual is a leading finance and insurance agency located at 18575 Jamboree Road in Irvine, California, United States. With a strong focus on helping individuals and families achieve their financial goals, their team of experienced professionals offers personalized wealth management solutions and insurance services. Whether you are planning for retirement, saving for your child's education, or protecting your assets, MST Financial Wealth Management - Northwestern Mutual is dedicated to providing expert guidance and support every step of the way. Visit their office in Irvine today to start building a secure financial future.

TSG Wealth Management in Irvine, California, is a finance institution dedicated to providing quality wealth management and investment services. With a disciplined approach, they prioritize building relationships with clients and their families to better understand their current and future needs. The institution has received accolades from industry publications and prides itself on exceeding client expectations. The team at TSG Wealth Management works tirelessly to develop customized investment programs that align with each client's financial goals. With offices across various locations, including Beverly Hills, San Francisco, and Las Vegas, TSG Wealth Management is committed to putting clients' interests above all else.

Dr. Pierre Doche is a renowned dentist located at 314 South Twin Oaks Valley Road in San Marcos, California. Dr. Doche, a native of Southern California, has a passion for providing top-notch dental care to his patients. With a background in education from the University of California Irvine and Tufts University School of Dental Medicine, Dr. Doche brings a wealth of knowledge and expertise to his practice. Dr. Doche's commitment to patient comfort and satisfaction is evident in his approach to dentistry. He believes in listening to his patients and addressing their concerns to provide them with the best possible care. Alongside his wife Rosemary, who serves as the office manager and dental hygienist, Dr. Doche creates a welcoming and positive environment for all patients.

Doria Apartment Homes is a unique institution located at 1000 Crested Bird in Irvine, California, United States. This award-winning community offers affordable housing for workforce families and also features 20 apartment homes for residents living with mental illness. The three-story, garden-style buildings are beautifully designed around a central courtyard with Spanish Colonial-inspired architecture that blends seamlessly with the surrounding Irvine neighborhood. Residents at Doria can enjoy a spacious community center with meeting spaces, management offices, a kitchen, computer lab, and tot lot. The community center pool also features a handicap lift for accessibility. The location of Doria within Stonegate Village provides easy access to nearby shopping, entertainment, medical services, churches, and schools, minimizing commutes for Orange County residents.

Wally Shao - State Farm Insurance Agent is an insurance agency located at 25 Mauchly, Irvine, California, United States. Conveniently situated near Costco and Irvine Metro Stations, our office is open Monday through Friday from 9 am to 6 pm. With a rich history dating back to the 1980s, we have proudly represented State Farm and earned a reputation for exceptional insurance options. Our licensed professionals are dedicated to creating personalized insurance plans to meet your individual needs. We serve individuals, families, and businesses throughout Orange County, including cities such as Irvine, Tustin, Laguna, Newport Beach, and Lake Forest. Our team members are graduates of esteemed institutions and active members of the community, with a strong commitment to providing excellent customer service. We offer a wide range of insurance products, including Auto, Homeowners, Life, Health, and Commercial insurance.

KKOS Lawyers is a prestigious law firm located in Irvine, California, United States. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, KKOS Lawyers is here to help. Our office is conveniently located at 7700 Irvine Center Drive, making it easily accessible to clients in the Irvine area. Trust KKOS Lawyers to advocate for your rights and provide expert legal counsel.

Jeff Noviello - State Farm Insurance Agent is an insurance agency located at 210 West Main Street in Tustin, California. We are conveniently situated across the street from Rutabegorz Cafe, making it easy for clients to find us. As a proud sponsor of the Tustin Concerts in the Park, we are dedicated to serving the local communities of Santa Ana, Irvine, Costa Mesa, and all of Orange County for all their insurance and financial services needs. Our experienced team, with over 65 years of combined State Farm experience, offers a range of insurance services including Car insurance, Homeowners insurance, Renters insurance, Life insurance, Business insurance, and Health insurance. We are licensed throughout California and can assist with relocation to and from the state.

Steven Wang - State Farm Insurance Agent is a reputable insurance agency located at 26233 Enterprise Court in Lake Forest, California. Look for the State Farm logo on the side of the building and the sign on the front door to easily locate the office. Serving customers since 2001 in Irvine, Lake Forest, and surrounding areas of Orange County, Steven Wang is a second-generation State Farm Agent known for his dedication to helping customers achieve their financial goals. With a degree in Business Administration Management from Cal State Fullerton, Steven and his professional team are committed to providing the highest degree of integrity to assist families, small businesses, and corporations with their insurance needs. Fluent in Mandarin Chinese, Cantonese, Taiwanese, and English, the team at Steven Wang's agency is skilled in developing comprehensive, goal-driven results for their clients. Offering services for auto insurance, life insurance, and more, State Farm is dedicated to helping customers manage the risks of everyday life and realize their dreams. Contact Steven Wang's team today for a free consultation, available in person or virtually. With a collective 60 years of experience in the insurance and financial services industry, the team is equipped to provide exceptional customer service to the Orange County community.

McWS Law Inc. is a professional law corporation with a strong presence in California and Washington. With over a decade of experience, our team is skilled at developing effective legal strategies to assist clients with their tax, business, and estate planning needs. Whether you require assistance with tax planning, starting a business, or safeguarding your assets for future generations, our experienced attorneys at The McWilliams Law Group are here to help you achieve your objectives. Our California headquarters is located at 19200 Von Karman Ave., Suite 400, Irvine, CA 92612, with contact information available at (714) 465-8008. Additionally, our Washington office is situated at 14205 SE 36th St., Suite 100, Bellevue, WA 98006, with contact information available at (425) 492-0066. Reach out to us today to learn more about how we can assist you with your legal needs.

Peggy Langin - State Farm Insurance Agent is a trusted insurance agency located at 21671 Gateway Center Drive in Diamond Bar, California, United States. Our dedicated team is committed to serving all your financial and insurance needs. Whether you need personal or commercial auto and property insurance, business policies, life insurance, or needs analysis, we are here to help. As a first-generation immigrant and a mom of three, I understand the importance of protecting your loved ones and assets. Our office is a resource for newcomers and we offer services in Mandarin Chinese as well as English. We also provide employment practice liability insurance and errors and omission policies for small business owners.

Gleason Insurance Group- Nationwide Insurance is an insurance agency located at 7545 Irvine Center Drive in Irvine, California, United States. They offer a variety of insurance coverage options, including auto, commercial, farm, financial, home, powersports, and human services insurance. They serve clients in AL, AZ, CA, CO, CT, ID, MI, MS, NV, NM, NY, OR, TX, UT, and WA. At Nathan Douglas Gleason, they understand the importance of financial security and offer friendly and professional assistance to help protect your most valuable assets. They work with Nationwide to provide a range of insurance options to meet your needs, including life insurance policies to provide long-term financial stability for your family.

Dr. Renee Chen is a trusted doctor specializing in obstetrics and gynecology located at 15000 Kensington Park Drive in Tustin, California. She is a Diplomate of the American Board of Obstetricians and Gynecology and a Fellow of the American College of Obstetrics and Gynecology. Dr. Chen received her education from top institutions such as the University of California, Los Angeles and Virginia Commonwealth University. Her residency training at White Memorial Medical Center focused on minimally invasive techniques and high-risk obstetrics. Dr. Chen is passionate about helping women understand their bodies and providing both medical and surgical management to address their needs. She values building lasting relationships with her patients and believes in a team approach to the patient-physician relationship. Fluent in Mandarin and basic medical Spanish, Dr. Chen strives to educate her patients on women's health and provide personalized care.

Dr. Sheila Dejbakhsh is a renowned doctor specializing in Obstetrics and Gynecology, located at 16305 Sand Canyon Avenue in Irvine, California, United States. She is a Fellow of the American College of Obstetrics and Gynecology and a member of the American Association of Gynecologic Laparoscopists. Dr. Dejbakhsh is board-certified by the American Board of Obstetrics and Gynecology. Dr. Dejbakhsh completed her education at prestigious institutions such as the University of California, Los Angeles, University of California, San Diego, and Columbia University. She is passionate about providing personalized care to women at every stage of their lives, with a focus on pre-conception counseling, obstetrics, postpartum care, family planning, and fibroid management. Dr. Dejbakhsh is highly skilled in minimally invasive surgical techniques such as laparoscopy and robotic-assisted surgery.

Noelani Guaderrama MD at Kaiser Permanente is a trusted healthcare provider located in Irvine, California. Dr. Guaderrama specializes in providing comprehensive medical care and personalized treatment plans to her patients. Whether you need a routine check-up or have a specific health concern, Dr. Guaderrama is dedicated to helping you achieve optimal health and well-being. Visit her office at 6650 Alton Parkway for top-quality medical care in a warm and welcoming environment.

Curtis C. Rouanzoin, Ph.D. & Associates, Inc. is a health institution located at 16755 Von Karman Avenue, Irvine, California, United States. They offer comprehensive psychological services for adults, children, adolescents, couples, and families, addressing issues such as anxiety, trauma, depression, PTSD, child behavior problems, relationship/marital problems, and parenting. Dr. Rouanzoin is Certified in EMDR and serves as a senior facilitator and specialty presenter for the EMDR Institute. Appointments are available Monday-Friday from 9am-7pm, with secretarial staff available to assist during specific hours. Consultations can be arranged for individual and group sessions both in the office and at other locations. Dr. Rouanzoin is also a co-author of an article that clarifies the clinical effectiveness of EMDR. If you are a new patient, you can download a patient registration packet on their client resources page.

Brittany Fella, LMFT is a health institution located at 23151 Verdugo Drive in Laguna Hills, California, United States. Specializing in helping overwhelmed teens identify and manage their emotions, Brittany Fella offers individual, group, and family therapy sessions. With over 15 years of experience, she connects with teens who have tried everything to feel better but have run out of options. Through humor and realness, Brittany helps teens understand and make sense of their behavior. In today's world, where teens are feeling increasingly lonely and disconnected, Brittany provides a safe space for teens to feel seen and known. Group therapy sessions help teens develop strong interpersonal skills and navigate relationships, which are vital for their mental health. By asking the right questions, Brittany helps teens open up and explore who they are and why they do what they do.

ness, anxiety, and uncertainty. Dr. Shahin Carrigan, MFT, located at 1400 Quail Street in Newport Beach, California, offers a range of services to help individuals and families navigate these challenges. Specializing in ADHD treatment, psychology, and marriage and family therapy, Dr. Carrigan provides comprehensive support for clients locally and nationally through remote video sessions. With over 20 years of experience, Dr. Carrigan is a trusted expert in addressing the impact of ADHD on marriage, work, and education. She holds a Ph.D. in Educational Psychology from UCLA and is licensed in Marriage and Family Therapy. Dr. Carrigan's practice focuses on helping individuals, couples, and families work through psychological symptoms such as ADHD, mood disorders, depression, and anxiety.

Marlene Rocha Farooq, MD is a family medicine and aesthetic physician located in Long Beach, California. Dr. Farooq is known for her amazing, responsible, and patient care. She graduated from the Universidad Autónoma de Guadalajara in Mexico and completed her residency at the University of California, Irvine. Dr. Farooq is board-certified in family practice and is a member of the American Medical Association and the American Academy of Family Physicians. At her private clinic, Dr. Farooq provides a wide range of services, from preventive care to chronic disease management. She offers annual physicals, well-child exams, sports physicals, and urgent care services. Dr. Farooq is dedicated to providing high-quality care to patients of all ages.

Pure Financial Advisors, LLC is a leading financial institution located at 2020 Main Street in Irvine, California, United States. As a full-service finance firm, Pure Financial Advisors, LLC offers a wide range of financial services and solutions to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized advice and guidance to clients in areas such as retirement planning, investment management, tax planning, estate planning, and more. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pure Financial Advisors, LLC is committed to helping you secure a strong financial future.

Cornerstone Financial Partners is a leading finance institution located at 18400 Von Karman Avenue in Irvine, California, United States. With a dedicated team of financial experts, we provide a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to guide you every step of the way. At Cornerstone Financial Partners, we are committed to building long-lasting relationships with our clients and helping them navigate the complexities of the financial world with confidence and peace of mind.

Vanguard Capital Wealth Advisors is a premier finance institution located at 2030 Main Street in Irvine, California, United States. Our team of experienced financial advisors provides expert guidance and personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking financial advice, Vanguard Capital Wealth Advisors is dedicated to helping you navigate the complexities of the financial market and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.

U.S. Bank - Private Wealth Advisor: Blake Nakamura is a prestigious financial institution located at 18300 Von Karman Avenue in Irvine, California. As a private wealth advisor, Blake Nakamura offers personalized financial planning and investment services to high-net-worth individuals and families. With a focus on building and preserving wealth for future generations, U.S. Bank provides comprehensive financial solutions tailored to each client's unique needs and goals. Trustworthy and experienced, Blake Nakamura and the team at U.S. Bank are dedicated to helping clients achieve their financial aspirations and secure their financial future.

OC Wealth Advisors is a leading finance institution located at 3200 El Camino Real in Irvine, California, United States. We specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families build and preserve their wealth for the long term. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Clean Care Services is a reputable institution located at 2400 Barranca Parkway in Irvine, California, United States. Specializing in laundry services, we have been serving the Irvine area and surrounding Orange County for many years. Our team is dedicated to providing top-notch commercial carpet and floor cleaning services to businesses in various industries. The Irvine area is known for its beautiful parks and family-friendly environment, and we are proud to be a part of this vibrant community. In fact, Irvine was recognized as one of the happiest cities in America in 2023, and we strive to contribute to the cleanliness and well-being of local businesses and facilities.

Steve Nassau - UBS Financial Services Inc. is a reputable finance institution located at 20 Pacifica in Irvine, California, United States. With a strong focus on providing personalized financial solutions, Steve Nassau and his team at UBS Financial Services Inc. offer a wide range of services including wealth management, investment advice, retirement planning, and more. Clients can expect expert guidance and tailored strategies to help them achieve their financial goals. With a commitment to excellence and a track record of success, Steve Nassau - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking sound financial advice.