Horizon Family Office

Overview

Horizon Family Office says its family-office services coordinate resources, clarify priorities, and help protect each family’s values and long-term vision. The firm describes its work as independent of Regal Investment Advisors, LLC, through which investment advisory services are offered by an SEC-registered investment adviser.¹

History

Don R. Martin founded Horizon Family Office and serves as its Family Officer. He is a CFP® professional.²

Leadership

Don R. Martin leads the firm and says he works with subject-matter specialists covering tax, estate, investment, and risk matters. Horizon’s broader team includes professionals with backgrounds in business coaching, estate planning, risk management, investment forecasting, and tax planning.²

Services

Horizon identifies retirement, investment, estate, tax, money, and lifestyle planning as key areas of its work.³

The firm begins with a Discovery Conversation focused on a client’s values, desired life, and goals. It then develops a financial blueprint with input from specialists in tax, estate, investment, and risk.⁴

What the firm offers

• Investment management
• Tax planning
• Administration and bill pay
• Retirement planning

Client Focus

Horizon states that it serves successful families seeking greater clarity around complex financial decisions and long-term legacy planning.⁵

Approach

Horizon describes its philosophy as connecting financial resources to client values. Its stated principles include stewardship, caring, communication, relationships, contribution, and an organized process.⁶

The firm presents its ongoing relationship as a long-term partnership, with focused Executive Sessions held three times a year.⁴

FAQs

Related resources

• LocationMultifamily offices in California

  Use this California directory to see how multi-family offices differ by location, client focus, and services. A Westlake Village family or business owner can compare nearby options for investment management, tax planning, administration, bill pay, and retirement planning before deciding which conversations to pursue.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com offers plain-language guides on capital gains tax and planning approaches. These resources can help a family discuss how investment decisions, taxable sales, and broader tax planning may affect wealth held in California, including questions to raise with a multi-family office.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multi-family offices, single-family offices, and virtual family offices are structured and supported. It can help a family or business owner decide which model fits needs such as investment oversight, bill pay, retirement planning, privacy, staffing, and expected complexity.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference for examining multi-family office firms and the services they present. Readers can use it to organize questions about investment management, tax planning, administration, and retirement support when comparing providers serving families in California.

• Similar firmsAndina Capital Management, LLC
  Arrowroot Family Office
  Confluence Capital Advisors, LLC

  Profiles for Andina Capital Management, LLC, Arrowroot Family Office, and Confluence Capital Advisors, LLC offer additional points of comparison on this site. Reviewing their stated services, locations, and client focus can help a Westlake Village family or business owner frame questions for any multi-family office discussion.

Sources

1. Horizon Family Office
2. Who We Are
3. Our Services
4. Our Approach
5. Our Approach
6. What We Believe

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.