Family Office
One firm, one team— across every dollar.
For families with $10M+ in coordinated assets, ACap’s family office service brings investment, tax, estate, philanthropy, and entity oversight under one accountable team — with one quarterback who actually returns your call.
Engagement minimum
$10M+
Avg. tenure
14 yrs
Coordination scope
Multi-generational households
Is this right for you?
Four signs a family has outgrown a single advisor.
Most of our family-office relationships start the same way: a household has accumulated enough complexity that a single wealth manager — or a single CPA — can no longer hold it all. These four patterns are the most common triggers.
Scope of engagement
Four pillars, fully integrated.
Investment &
Wealth Oversight
Pillar 01
Discretionary management of liquid assets, monitoring of private holdings, and integrated reporting across every account the family touches — including accounts we don’t custody.
- Discretionary portfolio management
- Concentration management
- Cash & banking strategy
- Private investment due diligence
- Aggregated reporting
- Real estate review
Tax Strategy & Compliance
Pillar 02
In-house CPA team handles federal, state, entity, and trust returns — alongside multi-year tax projections that drive every other decision.
- Federal & state returns
- Multi-year tax projections
- Audit support
- Entity & trust returns
- Quarterly estimates
- Charitable strategy
Estate &
Generational Transfer
Pillar 03
We don’t draft documents — we make sure they work. Estate plan review, beneficiary alignment, trust funding, and the family conversations most advisors skip.
- Document & gap review
- Trust funding execution
- Generation-skipping planning
- Beneficiary alignment
- Annual gifting
- Family meeting facilitation
Administration
& Governance
Pillar 04
The unglamorous infrastructure that makes everything else work — entity bookkeeping, philanthropy admin, and the calendar of every filing the household owes.
- Entity bookkeeping
- Donor-advised fund admin
- Compliance calendar
- Bill pay & cash flow admin
- Insurance audit
- Document vault
Every family office relationship is led by a Partner, supported by senior CPAs, a tax manager, and an operations lead. You speak to the same four people for the entire engagement.
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Ara Oghoorian
I founded ACap Asset Management in 2009 with a distinct…
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Matthew Crisafulli
I work across both Wealth Management and Accounting, providing clients…
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Louiza Smith
I provide tax and wealth management advisory to help clients…
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Arman Vartani
I help businesses process payroll, maintain compliance with payroll tax…
Predictable cadence is what makes integration possible. The same four-quarter rhythm runs for every household — same meetings, same artifacts, same calendar regardless of family size.
Q1 · Jan – Mar
Plan the year.
- Tax projection refresh
- Roth & conversion targets
- Investment policy review
- Annual family meeting
- Q1 estimated taxes
Q2 · Apr – Jun
Execute & reconcile.
- Tax returns filed
- Beneficiary & titling audit
- Mid-year portfolio rebalance
- Q2 estimated taxes
- Trust funding actions
Q3 · Jul – Sep
Recalibrate.
- Income variance review
- Tax target reconfirmed
- Charitable strategy locked
- Q3 estimated taxes
- Estate document refresh
Q4 · Oct – Dec
Close the year well.
- Roth conversions executed
- TLH & gain harvesting
- Annual gifting completed
- DAF contributions
- Year-end family update
Engagement & fees
Transparent retainer. Always flat-fee.
Family office fees are flat retainers — never asset-based, never commission-driven, never compounding. The fee scales with engagement scope, not with the size of your portfolio.
Tier
Suited for
Annual retainer
Foundational
$10–20M households · 2–4 entities · core 4 pillars
$48,000
TBC — placeholder
Standard
$20–50M · 4–8 entities · multi-generation planning · DAF admin
$84,000
TBC — placeholder
Comprehensive
$50M+ · multi-state · operating businesses · bill pay · trustee support
$160,000
TBC — placeholder
Bespoke
Multi-jurisdictional · private fund oversight · founders’ offices
Custom
RIA fee disclosure. Retainer figures above are illustrative placeholders pending client confirmation. ACap Advisors & Accountants is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Family office retainers are flat fees billed quarterly in advance and do not include third-party costs (legal, custody, audit, valuation). Please review our Form ADV Part 2A and Form CRS for the current published fee schedule and additional disclosures.
“
We had four advisors before ACap — wealth, tax, legal, insurance — and somehow I was still the one chasing each of them for answers. Now there’s one number to call, and the entire team’s already in the room.
DR
D. R., Family Office Client
Retired surgeon · Pasadena · Client since 2015
“
The annual cadence is the thing nobody else does. We know what’s happening every quarter, what’s on the agenda, and what the tax answer will be before the year ends.
Second quote — pending client confirmation
JM
J. M., Family Office Client
Founder · La Cañada · Client since 2018
If your life got more complex, your advisor model should too.
A 30-minute call to review your current setup, where the gaps are, and whether a family office model would actually move the outcome.
