Family Office IT Services in Los Angeles.
Discretion is the deliverable. Encryption is the floor. We build the technology underneath ultra-high-net-worth families so the principals do not have to think about it.
A family office is not a small business. It is a private institution.
The infrastructure has to outlive the people who set it up. A 32-year-old IT contractor who built a workstation for the patriarch in 2009 is not who you call when the new generation takes over and wants the records migrated to a platform built after the iPhone.
The security threshold is also different. A firm with twelve employees should not be defending against the same threat surface as a Fortune 500. Family offices are. The reason is simple: the people sending the phishing emails know who the principals are, where they live, what they own, and how to make a board chair feel important enough to wire money on a Friday afternoon.
And the platforms your office runs on are not interchangeable. Addepar, Black Diamond, Orion, eMoney, SS&C, Eton Solutions, iPaladin. Each one has its own integration patterns, its own audit trails, its own quirks. The accountant, the wealth manager, the legal team, and the document custodian all need access to overlapping subsets of the data without any of them being able to see what they should not.
We have been running this kind of infrastructure since 2012. We know which platforms talk to each other cleanly and which ones do not. We know how to set up role-based access so the family office director can give an outside attorney visibility into one trust without exposing the rest of the household. We know what the regulators look for in an audit, because we have walked clients through them.
What that looks like in practice.
Six things we set up for every family office we onboard. The seventh thing is the relationship.
Identity that survives turnover
Conditional access, MFA on everything, role-based permissions that account for the difference between a principal, a household member, an outside CPA, and a contracted attorney.
Document infrastructure with audit trails
Secure storage that records who opened what, when, from which device. The trust attorney can verify access. The principals can sleep.
Integration with Addepar, Black Diamond, eMoney
We know how these platforms authenticate, where they fail, and what to ask the vendors when something breaks. We have the relationships at the support desks.
Email infrastructure that resists impersonation
DMARC, DKIM, SPF set up correctly. Wire-fraud-grade protections on outbound communication. A protocol for verifying anything that requests money or document access.
Continuity that does not depend on one person
Backups, restore drills, runbooks. If your current IT person disappears tomorrow, we can resume operations without the principals knowing anything happened.
A privacy posture, not just a tech stack
Vendor reviews, contractor onboarding, device decommissioning, executive travel kits. The technology is the easy part. The discipline around it is the work.
Where in LA we work with family offices.
Most of the family offices we serve are in five zip clusters: Beverly Hills (90210, 90212), Bel Air (90077), Pacific Palisades (90272), Calabasas (91302), and Westlake Village (91361, 91362). We have onboarded offices in Brentwood, Hidden Hills, and Malibu as well.
The geographic concentration matters because the work is in-person more often than the industry will admit. A new principal needs a hardware setup at the residence. The vault printer fails on Monday morning. The household manager needs a walkthrough on the new conferencing system before the trustees arrive on Friday. We are local. We drive to it.
They picked up the phone on a Sunday night when our server went down before a Monday board meeting. I have not seriously thought about our IT in eight years. That is the value.
We do not also service restaurants or dental offices.
Law Firms
Privilege protection, e-discovery readiness, and case-management infrastructure that holds up under pressure.
For law firms
Accounting Firms
Tax-season uptime, secure client document portals, and audit-trail backups that meet your insurance requirements.
For accountants
Property Management
Multi-site networks, tenant portal uptime, and property accounting platforms that talk to each other instead of fighting.
For property mgmtIf your IT firm has not called you back, we should talk.
Tell us what is going wrong. We will tell you whether we can help, what it would cost, and what we would do first. No pressure, no contract on the first call.