Interview with Mark – Watch First
Our Latest Thoughts on The Market
News & Press
Helpful Links
Join our Newsletter
Request a Brochure
Frequently Asked Questions
Client Login
Family Office Services
Optivest provides exceptional Family Office Services to successful families and individuals who desire in-house, full integration of their investments, accounting, taxes, estate plans, real estate, philanthropy and lifestyle needs.
Specifically, our services provide:- A complete high-net-worth tax and accounting department
- Access to a highly experienced estate and business sales tax planning team of professionals
- Private business pre-sale advice from the founder of The Orange County Exit Planning Roundtable
- Philanthropic and foundation planning; research, education, management and administration for charitable giving
- Family legacy planning and education
- Director of Client Services dedicated to offering clients exclusive, personalized services through our luxury partnership alliances
- Premier automotive, aircraft, yacht, art and jewelry retailers
- Private travel planners, including local 5-star resorts
- High-end property and casualty insurance providers
- Special event planning with experienced catering professionals