Core Family Office Embracing Disruption 2.0 on a luxury yacht
We’re inviting you to an exclusive opportunity to connect with top investors, family offices, and industry leaders aboard a luxurious yacht in Marina Del Rey at Embracing Disruption 2025 on April 30, 2025.
Who Will Attend:
Family office executives, entrepreneurs, advisors, investors, and high-net-worth individuals.
Industries: Real estate, finance, tech, luxury goods, and philanthropy.
Past events hosted attendees managing wealth from $10MM to a Billion USD
3:00 PM: Registration & Boarding the Fantasea Yacht
3:30 PM: Welcome by Core Family Office & Departure
4:00 PM: Fireside chats
4:15 PM: Philanthropy and Generational Wealth
5:30 PM: Drinks, Food, & Networking
7:30 PM~8:00 PM: Arrival at the Port: Deboarding
Global, vertically integrated multi-family office. Specializing in wealth management, tax planning, real estate, and more. Dedicated to empowering entrepreneurs and high-net-worth individuals with holistic solutions.
Event Date: April 30, 2025 Location: Marina del Rey CA Why Act Now? Sponsorships are limited—claim your spot to maximize brand exposure.
Is a Family Office Right for You?
Building a family office is a significant decision, typically suited for families with substantial wealth and complex financial needs. Here are some factors to consider:
Complexity of Your Wealth: Do you have a diversified portfolio with various asset classes or businesses? Managing such complexity might necessitate a dedicated team.
Long-Term Vision: Are you passionate about ensuring your wealth benefits future generations? A family office can guide wealth transfer and educate younger family members.
Desire for Privacy: Do you value complete discretion surrounding your finances? A family office prioritizes confidentiality.
Cost and Management: Running a family office requires significant investment and ongoing management.
If you find yourself answering "yes" to many of these questions, then a family office could be the ideal solution to safeguard your legacy and empower your family's financial future.
Tax Advantages of building your Family Office
At Core Family Office, we understand that minimizing your tax burden is a critical priority for your family's financial well-being. While a traditional Family Office offers numerous advantages, our Tax Efficient Family Office structure elevates wealth management to a whole new level by strategically leveraging tax benefits from the very foundation.
Here's how a Core Family Office structure inherently fosters tax efficiency:
1. Strategic Entity Selection
2. Consolidated Tax Filing
3. Expertise in Tax-Advantaged Investments
4. Proactive Tax Planning
5. Streamlined Record-Keeping
Beyond the initial structure, the ongoing management of your Family Office by Core Family Office foster's tax efficiency through:
Tax-optimized asset allocation
Tax-efficient expense management
Succession planning with tax benefits
Our Services
Wealth Management: Grow, preserve, and transfer your wealth across generations with our expert financial planning, investment management, and wealth preservation strategies.
Tax Planning & Strategy: Minimize your tax burden and maximize after-tax wealth through our proactive tax planning and compliance services.
Investment Management: Create a customized investment portfolio aligned with your goals and risk tolerance. We offer expertise in stocks, bonds, real estate, and alternative investments.
Estate Planning: Safeguard your legacy with comprehensive estate planning services including wills, trusts, and asset protection strategies.
Business Advisory: Business owners benefit from our guidance on business planning, succession planning, and exit strategies.
Philanthropy: Align your charitable giving with your values and maximize your impact through our philanthropic planning services.
Real Estate: Our team assists with buying, selling, or managing real estate investments.
CFO Services: Streamline your business finances with our full-time or fractional CFO support.
Accounting & Bookkeeping: Maintain meticulous financial records and ensure accurate financial reporting with our accounting and bookkeeping services.
Tax Preparation & Compliance: Ensure accurate and timely tax return filing for federal, state, and local governments.
Tax Audit Representation: Receive expert representation in the event of an IRS audit.
International Tax Planning: Navigate the complexities of international tax law with our specialized services.
Global Citizenship Planning: Navigate the complexities of international tax law and global citizenship with our specialized services.
Next-Generation Education: Equip heirs with financial literacy and responsible wealth management skills.
Benefits of Working with Core Family Office
Reduced Tax Burden: Our tax strategies minimize your tax liabilities and maximize your after-tax wealth.
Peace of Mind: Focus on what matters most while our experts handle your financial affairs.
Holistic Approach: We integrate all your financial services, including tax planning, accounting, and bookkeeping, into your overall wealth management strategy.
Streamlined Operations: Our comprehensive services free up your valuable time and resources.
Unparalleled Expertise: Benefit from our team's in-depth knowledge and experience in wealth management, accounting, bookkeeping, and taxation.
Why Choose a Family Office?
In today's complex financial world, a family office offers a centralized approach to wealth management, tailored to your unique needs and goals.
Core Family Office provides:
Comprehensive Solutions: We address all your financial needs, from investment management to estate planning, accounting, bookkeeping, and tax services.
Long-Term Perspective: Our focus is on preserving and growing your wealth across generations.
Confidentiality & Privacy: our financial affairs are handled with discretion and security.
Seamless Collaboration: Our team of specialists works together to provide a unified approach.