Irvine Family Offices

What Irvine Family Offices does

Irvine Family Offices is a privately held, for-profit firm founded in 2020 and headquartered in Long Beach, California. The firm's self-described positioning — "It's well established that prominent companies and wealthy individuals receive the best of everything" — indicates it operates as a family office-style advisory serving high-net-worth individuals, families, and prominent business entities. The company is led by Howard Makler in the Chief Executive Officer role. Operational details are sparse: the firm's website is irvinefamilyoffices.com, and it remains privately held with no disclosed parent, subsidiaries, or public market activity.

The input data does not disclose Irvine Family Offices' specific service mix, fee structure, assets under management, client count, or technology stack. No pricing models, product descriptions, partnerships, regulatory actions, M&A activity, funding rounds, or product launches are reported. As a result, the company's revenue mechanics, technology architecture, and go-to-market motion cannot be characterized beyond the high-level inference that, consistent with the family office category, it likely provides wealth advisory, consolidated financial planning, or concierge financial services to a small, high-net-worth client base. Any granular operational claim would exceed what the source material supports and is therefore omitted.

The investment-relevant read is that Irvine Family Offices is a small, opaque private entity with limited public data trail: only the founding year, location, website, and CEO are confirmed. Investors seeking diligence inputs (AUM, revenue, headcount, client roster, fee schedule, regulatory registrations) will need to source those directly rather than rely on the current data set.

Name

Irvine Family Offices

Website

https://irvinefamilyoffices.com

Company type

Private

Founded year

2020

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Family Office Services

NAICS

Office Administrative Services (5611)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAI

Family Office Advisory (Single/Multi-Family)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAADAD

Family Office Administration & Operations (Accounting, Reporting, Payroll)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSABADAF

Family Office Services (Single & Multi-Family Office)

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

Keywords

• Family office services
• Wealth management advisory
• Private wealth services
• High net worth advisory
• Financial planning services

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

Irvine Family Offices provides family office services to prominent companies and wealthy individuals. The firm focuses on delivering elevated, personalized financial and advisory support for high-net-worth clients. The firm was founded in 2020 and operates from Long Beach, California.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Personalized family office and advisory services tailored for prominent companies and wealthy individuals who expect elevated, bespoke financial and wealth management support.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights1 record

Direct peers

• Mariner Wealth Advisors: National wealth advisory firm offering family office services including investment management, financial planning, tax, and estate services. Comparable in offering comprehensive family office services to HNW households, though at significantly greater scale.
• Bessemer Trust: One of the largest U.S. multi-family offices providing investment advisory, wealth planning, and family office services to HNW families. Directly comparable as a full-service family office serving similar clientele with a holistic advisory model.
• Aspiriant: Independent RIA and family office advisory firm focused on serving HNW individuals and families with holistic wealth management. Comparable boutique positioning and fee-only advisory model targeting similar clientele.
• GenSpring Family Offices: Multi-family office serving HNW families with investment, tax, estate, and family governance services. Comparable in providing integrated family office services to affluent families, with multiple regional offices including Southern California.
• Pitcairn: Multi-family office and investment firm serving multiple generations of HNW families with holistic wealth strategies. Directly comparable as a dedicated multi-family office serving similar UHNW clientele with integrated advisory offerings.
• Glenmede: Independent, privately held wealth management and investment firm with deep family office capabilities serving UHNW families and foundations. Closely comparable business model, client segment, and service mix to Irvine Family Offices.

Broad incumbents

• Brown Brothers Harriman: Long-standing private bank and wealth manager with a dedicated family office practice. Comparable in serving HNW families with holistic wealth services, but backed by a multi-century institution versus a 2020-founded boutique.
• Rockefeller Capital Management: Large, established wealth and asset management firm offering family office services to UHNW clients. Comparable in family office service offering but operates at substantially larger scale and brand recognition than a boutique entrant.
• Wilmington Trust: M&T Bank-affiliated wealth management and trust company with deep family office capabilities including investment management, trust, and estate services. Comparable service breadth for HNW families, with institutional backing.
• Cambridge Associates: Global investment firm serving institutional and private wealth clients with investment consulting and family office services. Comparable in providing investment advisory to UHNW families, though with a heavier institutional and Outsourced-CIO orientation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Irvine Family Offices