A Multifamily Office

based in California 

 

Meet The Team

Kara Dille, CPA

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Willis Koo, CPA

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WHAT WE DO

We simplify, structure and manage family offices

Secure privacy, wealth and family lifestyle over multiple generations

Provide investment integrity, framework, transparency and reporting 

 

Promote a philosophy of operational ease for day-to-day management

 

Inspire and educate the next generation