Trusted Strategies By Problem Solvers
We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.
At Core Family Office, we offer a wide range of financial services for small business owners, physicians, and lawyers. We also provide advanced education opportunities for CPAs through our CPE credit programs. Our training courses offer coaching and management designed to help everyone, not just the highly affluent. As an independent family office, we offer everything from tax and estate planning to lifestyle and philanthropic management. Our skilled team is dedicated to establishing a strong relationship with you and delivering white-glove treatment. We want to help you strengthen your position, whether you're launching a business, expanding your CPA services, or shoring up your wealth for retirement.
Core Family Office is a minority-led company serving Canoga Park, West Hills and throughout the San Fernando Valley, Santa Monica, and Playa Vista areas. Our team is fluent in English, Hindi, Punjabi, and Urdu. We can meet with you face-to-face or virtually, and we offer a free 30-minute consultation. Call and schedule yours today!
You deserve an experienced tax strategy firm that puts in the time and effort necessary to understand your line of business and industry intimately. When you choose to partner with Core Family Office, you can trust that we are dedicated to your success and proactively seeking ways to grow your potential. Our team is deeply rooted in the local community, and we understand how to network and strategize to help your small businesses reach new heights.
We help businesses and individuals like you discover your vision of wealth and success. Then we work together to define a plan to help you achieve your goals. We are a one-stop-shop for all your financial needs. Our family office offers the following services:
As a CPA, you work hard serving the needs of your clients. We can expand your knowledge and skills so that you can enhance your service. We provide targeted instruction on tax reduction, defined benefit plans, life insurance, annuities, and more. These areas of expertise can help you connect with your clients and offer tailored, niche services that benefit the people who depend on you. With a comprehensive understanding of fractional CFO services, you can build up your growth potential. We can serve as long-term or short-term training partners, as best fits your situation.
Join the Core CPA Advantage Club! If you are a CPA, an Enrolled Agent, or a tax services professional in growth mode, please email firstname.lastname@example.org. This club is for business-minded professionals looking for growth, increased profits and client retention. Subscribe to our CPA Advantage club for free to keep up with the latest in taxation. For more support and services, please see memberships.
Our team is ready to partner with you and exceed your expectations with our efficient services. We enjoy getting to know you personally and are always dedicated to propelling you towards financial growth. We can create a tailored plan for your success. Call Core Family Office today for you free consultation!
We look at all the elements of an individual/business' financial life cycle to come up with strategies that will help meet the needs of their aspirations and goals.
We partner with companies to assist with financial challenges, create strategies, achieve business & financial growth, and nagivate day to day business opportunities.
Wealth Management is not just advice pertaining to investments only, we take a hoslitic approach to making sure that we encompass all aspects of your financial life to make sure we provide all the services required to manage your family's current and future needs.
Tax planning is an essential aspect of an individuals/business' financial plan. We provide strategies that will help reduce tax liabilities and maximize your ability to contribute to your retirement plans.
We assist you with all aspects of your business from managing the finances, helping you market your services, improving day to day operations and much more.
Estate Planning is crucial to make sure everything that an individual worked hard for is protected from probate and is given to who it was intended for, their family.
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