At Apex Family Office, we offer a holistic approach to family office services that are tailored to meet the unique needs of affluent families and individuals. Our range of services encompasses Asset Management, Tax Planning, Legal Consultation, Trust Services, and Educational Consulting, all designed to secure and enhance your family’s wealth and legacy across generations.
Personalized investment strategies to grow and preserve your wealth.
Trusts & Tax Planning
Professional legal advisory on business, contract, and immigration matters, ensuring informed decisions and risk mitigation. Expert tax advice to optimize your financial standing and ensure compliance.
Educational Consulting
Guidance on academic planning and admissions to prestigious institutions, supporting the intellectual growth of the next generation.
Legal Consultation
Professional legal advisory on business, contract, and immigration matters, ensuring informed decisions and risk mitigation.
About
Apex Family Office is dedicated to providing comprehensive and integrated solutions for affluent families and individuals. Our seasoned team of professionals, encompassing financial analysts, legal advisors, and educational consultants, collaboratively work to understand your family's unique circumstances and ambitions. With a client-centric approach, we endeavor to build enduring relationships founded on trust, transparency, and unwavering commitment to achieving your family's long-term objectives.
Who we work with
UBS
HEFENG Family Office
National Life Group
Mino Law Group
H&W
Spotfy
Let's talk!
Business Hours
Mon - Fri
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Sat - Sun
Closed
19800 MacArthur Blvd, Irvine, CA 92612, United States
