DILLE & KOO│LLP

Overview

Established in 2016, Dille & Koo describes its model as a modern family office informed by Ernst & Young heritage and perspective. The firm combines family-office administration, investment-management support, accounting, tax reporting, legal and tax advisory, and specialized personal services.¹²

History

Dille & Koo was established in 2016. The firm says its experience is grounded in decades of asset-management and family-office work, supported by technical and tactical know-how.¹³

Leadership

Kara Dille, CPA, is described as a firm leader. Before Dille & Koo, she held CFO, CCO and COO roles at Apex Capital and worked in Ernst & Young’s West Coast asset-management practice, where she audited and prepared tax allocations for domestic and offshore alternative-investment funds. She holds a Master of Accountancy and an undergraduate degree from the University of Montana College of Business and is an active California CPA.³

Jean Skaling previously managed client relationships and a fund-accounting team at Citco Fund Services. She also managed quality control at Fisher Investments and worked in its trading and client-services departments.³

Services

Dille & Koo provides CFO, COO and CCO advisory for family offices and investment-management organizations. Its accounting and tax-reporting work covers trusts, LLCs and LPs. The firm reports on assets under management tracking, investment returns, allocation, financials, home construction and ad hoc family needs.²

The firm supports human resources, payroll, benefits and talent sourcing. It also offers aviation and nautical advisory, along with art advisory for purchases, sales and donations.²

Its legal and tax advisory covers human resources, corporate matters, estate planning, family investment structures, venture and private-equity transactions, and other investments. Additional services include privacy, insurance and citizenship advisory, administrative support and bill-pay management.²

What the firm offers

• Tax planning
• Estate planning
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Dille & Koo is designed for families and investment-management organizations seeking coordinated financial, operational, administrative and lifestyle support through a modern family-office model.²

Approach

The firm presents its approach as a combination of family-office perspective, asset-management experience and practical execution. Its stated service model brings together technical capabilities such as accounting, tax reporting, investment reporting and transaction advisory with tactical support across staffing, administration, property projects and personal assets.²³

Assets and Minimums

Dille & Koo reports on assets under management tracking, investment returns and allocation as part of its family-office reporting services.²

FAQs

Related resources

• LocationMultifamily offices in California

  This California-focused directory helps families and business owners compare firms that offer services such as tax planning, estate planning, administration, insurance, and investment management. It can help readers identify which family office models and service combinations may fit their financial, operational, and lifestyle needs.

• Network siteEstatePlanner.com

  EstatePlanner.com provides guides on wills, trusts, and related estate planning topics. Readers considering Dille & Koo can use these materials to clarify questions about transferring assets, coordinating family decisions, and preparing documents before discussing estate planning with an advisory firm.

• GuideMFO vs SFO vs virtual family office

  This comparison explains differences among multifamily offices, single-family offices, and virtual family offices. A California family or business owner can use it to consider how staffing, privacy, administration, investment management, and lifestyle advisory needs may affect the type of firm they seek.

• GuideHow multifamily offices invest

  This guide describes common ways multifamily offices invest, including private and alternative investments alongside broader portfolio decisions. It gives prospective clients a framework for asking about risk, liquidity, diversification, and how investment management may connect with tax planning and other family office services.

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  Profiles of Andina Capital Management, LLC, Catalyst Family Office, and Confluence Capital Advisors, LLC give readers additional firms to review on this site. Comparing their stated services, locations, and client focus with Dille & Koo's California-based offering can help a family or business owner organize initial questions.

Sources

1. Dille & Koo
2. Dille & Koo, What We Do
3. Dille & Koo, Leadership

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.