Los Angeles Wealth Management

Meet Our Wealth Management Team in Los Angeles

Passion. Creativity. Dedication. These are just three words to describe the depth and breadth of Aspiriant’s Los Angeles team, which includes some of the firm’s most tenured and experienced wealth managers — including Aspiriant’s Chief Executive Officer (CEO), Rob Francais.

Aspiriant was born in 2008 from the combination of two West Coast firms with complementary achievements — including LA-based Quintile. The two firms engineered a strategic vision to attract and retain top talent, using a distributed ownership model that aligned powerfully with client interests. The Quintile team also led the development of Aspiriant’s fully integrated family office services. The mission of the combination between the two firms was to empower families to take control of their financial lives, live their values with clarity and peace of mind, and achieve their dreams.

Today, Los Angeles is home to Aspiriant’s Exclusive Family Office practice, which serves ultra high-net-worth families. The team is comprised of several multidisciplinary professionals, including investment professionals, tax specialists, estate planning attorneys, expense management professionals and wealth managers who help families strategize and execute on goals which help them live their values and legacies.

Aspiriant’s Los Angeles team is dedicated to providing innovative service and outside the box solutions, efforts which have been recognized by some of the industry’s most notable organizations. Aspiriant has been honored by Advisory HQ as one of the 11 Top Financial Advisors and Wealth Managers in Los Angeles for our total wealth management and exclusive family office services. Wealth managers within our Los Angeles team also have been named among Forbes’ Best-In-State Wealth Advisors for multiple years running.

In addition to wealth management, financial planning, and investment management, Aspiriant’s Los Angeles team specializes in:

• Concentrated Equity
• Contrarian Investing
• Corporate Executives
• Estate Planning
• Family Office Services
• Legacy Planning
• Philanthropic Planning (including the creation of a philanthropic mission statement)
• Risk Management
• Strategic Planning
• Tax Minimization
• Tax Planning
• Value Investing

Above all, our Los Angeles team prides itself on its client-centric mindset — we take a unique approach and offer down-to-earth explanations of the financial concepts that make up the core of what we do.

Start a Dialogue with our Los Angeles wealth managers.

Disclosure: No fees were paid for the above mentioned awards and rankings.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.