Family Office Services

At DZH Phillips Wealth Management we will help you craft a unique plan that will help you build your family’s legacy and embrace your family’s culture, goals and dreams.

Your family is unique. Your vision is unique. Our CPA-based, holistic advisory approach can help you manage your family’s wealth and enterprise and let you experience its benefits.

If your wealth is tied to your family business, if you need assistance with your accounting and investment responsibilities, or if your mature Family Office is looking for a champion for your family, DZH Phillips Wealth Management is here to help. Managing a family office is much like running a business. Our ongoing process encompasses assessment, education, and orchestration. We will work with you to develop strategies that honor and address all aspects of your family’s needs with confidence.

We believe that a particular strength of our Family Office services is our ability to manage the benefits of collective investment planning while honoring the diverse wishes and needs of each family member. Preserving your family legacy is our privilege.

Align Your Family Vision

Your unique vision for your family will serve as the starting and end points of your financial journey. That’s why we begin our relationship with our discovery process so we can better understand what is unique about your family. When you share your family’s story, you’re laying the foundation of your family office.

After fully understanding your family vision, we’ll work with you to craft a unique plan for your family backed by our sophisticated services, strategies and world-class investment resources.

Our Resources

DZH Phillips Wealth Management has the investment and CPA-based resources to deliver sophisticated financial advice to our clients. We will address your wealth management needs with fiduciary care and responsibility; we are legally held to this high standard and we fully embrace it. What this means is that your family’s needs always come first.

Our experienced team will deliver our holistic family office solutions to help you meet your legacy objectives without sacrificing the core of your investment philosophy: long-term planning, tax-efficiency, broad diversification and low cost.

Our Family Office Services include:

  • Family Cohesion and Governance
  • Goals-Based Wealth Management
  • Tax and Estate Planning
  • Financial Planning and Visual Interactive Planning™
  • Risk Management
  • Strategic Philanthropy and Charitable Giving
  • Financial Administrative Services
  • Family Business Services

San Francisco

135 Main Street, 9th Floor
San Francisco, CA 94105

Phone: 415-781-2500

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Oakland

1330 Broadway, Suite 630
Oakland, CA 94612

Phone: 510-834-6542

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San Rafael

999 5th Avenue, Suite 320
San Rafael, CA 94901

Phone: 415-243-8833

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Burlingame

1199 Howard Ave., Suite 250
Burlingame, CA 94010

Phone: 650-343-1100

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Redwood City

203 Redwood Shores Parkway, Suite 550
Redwood City, CA 94065

Phone: (650) 620-3040

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