Corona del Mar TaxPro provides independent, objective, strategic advisory services to Families and Private Foundations….

We work with wealthy families and private foundations to provide financial management solutions and general guidance as a strategic and objective advisor.    We do not sell investment products or insurance but instead will work with your current team of advisors, or if appropriate assist you in selecting the right legal, investment, or financial adviser(s) for your private foundation or non-profit organization.

We do not sell investment products or insurance, nor do we accept referral fees and kickbacks.  Instead, we place our client’s interest first and foremost.  We work with your current team of advisors, or if appropriate assist you in selecting the right legal, investment, or financial adviser(s) for your family or private foundation matters.

Whether you are looking to develop a better long-term wealth strategy or building a legacy we can help you.

Contact us for a private, confidential, consultation and discussion.