Our services
Wealth, taxes, and family office — integrated.
Three disciplines, one accountable team. Every recommendation is reviewed across tax, investment, and estate lenses before it ever reaches you.
Fee-Only
Fiduciary
CPA + CFA + CFP®
Los Angeles, California
01 / 03
Wealth Management
Portfolio construction, retirement income design, and disciplined long-term investing — built around your tax picture, not separate from it.
02 / 03
Tax Strategy & CPA
In-house CPAs running year-round projections, return preparation, and proactive planning — not the once-a-year scramble you’re used to.
03 / 03
Family Office
Coordinated oversight for complex households — entities, trusts, real estate, philanthropy, and the people who hold it all together.
Service 01
Wealth Management
A long-term investment plan, designed and managed by people who can also see your tax return. Concentration is reviewed. Withdrawals are sequenced. Risk is right-sized.
What’s included
- Goals-based investment policy & written plan
- Asset allocation, rebalancing, and drift monitoring
- Retirement income modeling & withdrawal sequencing
- Estate and beneficiary coordination
- Concentration & equity-compensation planning
- Quarterly portfolio reviews + annual deep dive
Fee Model
Asset-based
Cadence
Quarterly
Service 02
Tax Strategy & CPA
In-house CPAs handle planning, projections, and return preparation — same building, same team, same calendar as your wealth advisor.
What’s included
- Federal & California tax preparation
- Quarterly estimated tax planning
- Year-end tax projection & moves
- Roth conversion & bracket modelling
- Entity, RSU, & equity-comp strategy
- Audit support & IRS correspondence
Fee Model
Hourly, annual minimum
Cadence
Year-round
Service 03
Family Office
Single point of accountability across entities, trusts, properties, philanthropy, and the next generation. Built for households whose complexity has outgrown a single advisor — without the ten-million-dollar minimum a traditional family office would require.
What’s included
- Entity & trust coordination
- Estate plan execution & review
- Real estate & private-investment oversight
- Bill pay & cash-flow administration (optional)
- Philanthropic & donor-advised-fund strategy
- Annual family meeting & next-gen education
Fee Model
Scoped in consultation
How we work
A five-step process — same for every client.
Every engagement follows the same structure. Predictable cadence is what makes integration possible.
Step 01
Introduction
A free initial consultation. Goals, situation, and scope discussed, and whether we’re a mutual fit.
Step 02
Document aggregation
Engagement agreed, document checklist issued, and statements and returns gathered securely.
Step 03
Account creation
Onboarding call, accounts opened or transferred to Charles Schwab, portal access issued.
Step 04
Preparation
Documents reviewed in full and an integrated plan drafted covering investments, taxes, estate, and cash flow.
Step 05
Presentation & implementation
The plan reviewed with you in depth, then implemented — followed by quarterly reporting and regular meetings.
One relationship. One annual minimum.
ACap serves clients through ongoing advisory relationships rather than one-time transactions. Engagement begins with a single $10,000 annual client relationship minimum, met through wealth management, business tax and accounting, family office, or any combination of the three.
One firm, one team, one plan — across every dollar.
Tax strategy, investment management, and family office planning — reviewed together, every quarter.
