Skip to content

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.

Tax Strategies and Financial Guidance in Canoga Park & West Hills

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!

Call Us: (818) 404-7537 Book a Consultation

Maximizing Your Business Growth Potential

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.

Our Comprehensive Tax Strategy & Financial Planning Services

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:

Helping CPAs Succeed with Targeted Professional Education

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 info@corefamilyoffice.com. 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.

Your Reliable Financial Experts in Canoga Park & West Hills

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!

Call Us: (818) 404-7537 Book a Consultation


google logoReview us on Google

Financial Planning

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.

Fractional Services

We partner with companies to assist with financial challenges, create strategies, achieve business & financial growth, and nagivate day to day business opportunities.

Wealth Management

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

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.

Business Advisory

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

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.

Ask a Question

Find comfort in knowing an expert in financial advising is only an email or phone-call away. (818) 404-7537

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

Subscribe to our Newsletter

Subscribe to our monthly emailed newsletter to receive news, updates, and valuable tips. Subscribe