Catalyst Family Office, LLC

Overview

Catalyst Family Office, LLC is listed as an active California entity with a business description of “FAMILY OFFICE MANAGEMENT.”¹ The entity filing was recorded on July 17, 2018.¹ The firm’s website describes it as an “innovative multi family office.”² Its website says it serves Silicon Valley’s accomplished innovators.² Catalyst lists offices in Mountain View, California and Austin, Texas.¹²

History

Catalyst Family Office, LLC was filed in California on July 17, 2018.¹ Ronald F. Gong is listed as the entity’s manager and registered agent.¹ Paula Y. Lo, Phyllis J. Kempt and Teresa A. Holland are also listed as managers.¹ The firm’s website describes its service model as acting as a family’s chief financial officer through an integrated family office structure.²

Leadership

Ron Gong is Managing Partner.² The firm states that his experience exceeds 30 years across tax, accounting and business transactions.² His listed areas include pre initial public offering liquidity planning, stock option taxation, tax planning and compliance, wealth transfer, real estate transactions and charitable planning.² Before joining Catalyst, Gong joined myCFO in 2000 as Managing Director, led its Palo Alto office and served on its executive operating committee.² He also led myCFO’s National Practice for Family Office Services and spent more than a decade in tax at Arthur Andersen LLP.² Gong is a certified public accountant and belongs to the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.² He earned a bachelor’s degree in Accounting and Business Administration from Fresno State University.²

Paula Lo is Partner and manages and develops the firm’s tax practice.² The firm describes her focus as taxation and multi generational planning for ultra affluent Silicon Valley families.² Lo was a myCFO Director for more than 18 years and previously practiced public accounting at Grant Thornton LLP and PricewaterhouseCoopers LLP.² She is a California certified public accountant and belongs to the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.² She graduated magna cum laude from San Jose State University.²

Teresa Holland is Partner.² She develops customized strategies, provides technical guidance and oversees clients’ personal financial activities and transactions.² Holland manages the Expense Management and Financial Reporting practice.² She previously spent more than 18 years as a myCFO Director in Palo Alto and was a tax manager at Ernst & Young LLP.² Holland is an IRS Enrolled Agent and CFP professional.² She earned a bachelor of arts degree in English from California State University, Northridge.²

Phyllis Kempt is Administrative Partner.² She oversees operations, human capital, information and technology systems, facilities and administrative activities.² Kempt previously served more than 19 years as a myCFO office administrator supporting C level executives and corporate leaders.²

Services

Catalyst provides tax planning and compliance covering income, trust, gift and estate structuring, planning and compliance.² Its tax work includes multi year strategic planning, projections, tax return preparation, estimated tax projections and year end projections.² The firm says it manages tax profiles for individuals, trusts, pass through entities, charitable entities and wealth transfer entities.² It also provides management and representation for tax examinations.²

Its Philanthropy and Legacy Planning service includes charitable entity structuring, grant recommendations and administration, foundation governance and board support.² Estate and Wealth Transfer Planning includes review of family goals, wealth accumulation, preservation and distribution strategies, with a multi generational focus.²

Concierge and Lifestyle Management covers major transactions involving real estate, aircraft, vehicles and other assets.² Concierge services include private security, travel, domestic payroll and benefits, background checks and related services.²

Expense Management and Financial Reporting includes daily wire, automated clearing house and check processing, online presentment and secure approval processes.² Financial reporting includes customized cash flow reports and statements of net worth.²

Risk Management and Asset Protection includes asset protection structuring, entity selection, personal casualty insurance and ongoing claims administration.² The listed insurance scope includes home, auto, liability, employee benefits, yachts and aircraft.² The firm says it works with third party insurance providers.²

Family Governance and Succession includes governance planning, family education and meetings, and succession and legacy strategies.² Investment Integration includes coordination with existing investment advisers, tax impact oversight, and processing subscriptions, capital calls and distributions.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

The website says Catalyst serves Silicon Valley’s accomplished innovators.² Paula Lo’s published focus refers to ultra affluent Silicon Valley families and multi generational planning.²

Investment philosophy and approach

The firm describes Investment Integration as coordination with existing investment advisers, oversight of tax effects and administrative processing for subscriptions, capital calls and distributions.²

FAQs

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Sources

1. California entity data for Catalyst Family Office, LLC, [BizProfile]( as of March 25, 2026
2. Catalyst Family Office , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.