Multi-Famly Office Services

The Anchor Point of Your Financial Life

As a client of our multi-family office, we serve as the central point of coordination for your financial world, bringing clarity, strategy, and cohesion to every moving part. From investment oversight and tax planning to legacy design and philanthropic strategy, we take a comprehensive approach that supports your family’s vision across generations.

Working alongside your trusted professionals, or leveraging our curated network, we help build and maintain a system that simplifies decision-making and maximizes alignment. Our goal is to serve not just as your investment advisor, but as the anchor that grounds your legacy with clarity, intention, and enduring purpose.

Family Office Services

Reclaim the Space to Live Intentionally

Your most valuable asset is your time

With Osprey Capital Partners guiding your family’s financial life, you gain more than strategy. You gain time, clarity, and confidence. Our role is to simplify complexity, coordinate your advisors, and keep your plan moving forward, so you can focus on what truly matters: your family, your passions, your purpose.

Whether it's pursuing new ventures, traveling more freely, or simply being more present, we help you reclaim your time with a plan designed around your life. Not the other way around.

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Our Framework for Guiding Families

Through a structured, planning-led process, we take the time to understanding your priorities, clarify your goals, and build a custom strategy that evolves with you. Our role is to create alignment, coordination, and clarity so every part of your financial life works together with purpose.

UNDERSTAND

We begin by listening. We take the time to deeply understand your family, your business, your values, and the complex realities behind your balance sheet. This includes both the numbers and the narratives

EVALUATE

We evaluate your full financial picture and begin to build your asset map. This can cover businesses, real estate, investments, trusts, liabilities, personal circumstances and goals, tax and estate situation. We look to uncover opportunities, inefficiencies, and risks that may not be visible through a traditional lens.

DESIGN

We design a tailored strategy that integrates financial and tax planning, estate planning, investment planning, cash flow design, and family-specific circumstances. Every solution is customized and coordinated with your broader vision.

IMPLEMENT

We bring the plan to life. We collaborate with your existing professionals or drawing on our trusted network to ensure seamless, effective execution that is aligned across each moving part.

EVOLVE

We regularly review your strategy, refine your plan, and adapt to new opportunities or life events. This ensures your family office remains nimble, relevant, and built to endure.

Comprehensive Family Office Services, Built Around You

As your dedicated advisory team, we help coordinate the many moving parts of your financial life. From investments and cash flow to planning and family dynamics, we help you navigate your specific complexities and deliver customized solutions. Whether you need support in one area or a fully integrated strategy, we deliver thoughtful, personalized solutions aligned with your goals.

Note: The scope of services may vary based on your needs. All services are provided in accordance with a dedicated engagement agreement.

Global Asset Analysis & Portfolio Optimization

We analyze your full balance sheet including business holdings, real estate, and investment portfolios through a holistic lens. Our goal is to optimize how your assets work together, balancing growth, liquidity, risk, and cash flow while helping you navigate large purchases, concentrated positions, and long-term strategy.

Consolidated Reporting & Real-Time Visibility

Your entire financial picture, across custodians, entities, and asset classes, is brought together through our secure platform. View allocations, performance, exposures, and plan progress at a glance through custom dashboards and tailored reports. We turn complexity into clarity.

Liquidity Planning & Cash Flow Design

We help ensure you have the right cash reserves in place. Whether those events are for capital calls, tax events, purchases, or lifestyle needs, we personalize a liquidity plan that works best for your specific situation. For business owners and founders, we also provide guidance through the planning, execution, and aftermath of liquidity events to support both growth and preservation.

Banking & Lending Coordination

We work alongside your preferred institutions or we can help introduce new options to evaluate borrowing strategies, compare lending solutions, and ensure your investments, liquidity, and liabilities are managed in sync. From personal loans to real estate financing, we help you make informed, strategic decisions.

Investment Tax Strategy

We build tax awareness into every layer of your investment strategy. From asset location and capital gains planning to liquidity events and charitable structures, we collaborate with your tax advisor to optimize after-tax outcomes and anticipate future opportunities and obligations.

Estate & Legacy Planning

We help review and refine your estate plan over time to ensure it reflects your current objectives, asset structures, and family dynamics. Whether planning for future generations, charitable giving, or asset protection, we coordinate with your estate attorney and tax advisor to build a plan that lasts.

Philanthropy & Values-Based Planning

We help translate your values into a structured giving strategy that balances impact with efficiency. From donor-advised funds to family foundations and legacy giving, we support families in designing plans that align with their beliefs and financial goals.

Professional Network Coordination

From CPAs and estate attorneys to insurance consultants and family governance experts, we help you build and manage a cohesive team. We can recommend, onboard, and collaborate with trusted professionals so you’re not left coordinating it all alone.

Note: Some services may be delivered by third parties. Fees and terms are arranged directly between the client and provider.

Insurance Review & Strategic Analysis

Insurance can play an important role in protecting wealth and planning for future obligations. But this is only when it is structured properly. We take a consultative, objective approach to reviewing your existing coverage and assessing whether current policies align with your broader financial and estate plan.

“Wealth is most powerful when it’s aligned with purpose. Our role is to bring clarity and structure to complexity so that families can live fully today while building something that endures.”

- Mitchell Dunn,
Co-Founder & Partner

GET IN TOUCH

Ready to explore how we can help simplify, grow, and protect your wealth?

4910 Campus Drive
Newport Beach, CA 92660

(949) 781-1617

Press or Media Inquiries:
info@ocpartners.us