Paradigm Family Office, LLC

Overview

Paradigm Family Office coordinates legal, insurance, investment, estate, administrative, and tax specialists to support families through collaborative, efficient, and cost-effective service.¹

Services

The firm’s administrative services include bill payment, bookkeeping, property management, account management, mail sorting, contract management, and oversight of valuable physical assets. Personal support includes household staffing, cost management, travel and concierge assistance, business management, and information technology support.²

Tax planning and wealth transfer services include legal and tax planning, estate and succession planning, tax preparation, philanthropy management, and insurance planning.²

Asset management services cover asset allocation, investment management, external manager selection and monitoring, alternative investments, restricted stock transactions, concentrated equity, risk management, fund formation, and proprietary investment opportunities.²

Family governance support includes family wealth education, succession planning, separate-property management, family counseling, relationship management, mentoring for future family leaders, and governance structures and documents.²

Paradigm also provides asset custody, consolidated and customized reporting, and performance analysis with report attribution.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

Paradigm Family Office serves ultra-high-net-worth families seeking coordinated support for complex financial needs.¹³

Approach

The firm describes its approach as collaborative work with specialist professionals to provide efficient and cost-effective family-office services.¹

FAQs

Related resources

• LocationMultifamily offices in San Francisco

  This page helps families compare multi-family office options in the San Francisco area, including firms serving complex wealth structures. It gives a regional reference point for considering services such as investment management, tax planning, estate planning, philanthropy, and family administration.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate planning decisions. A family considering Paradigm Family Office can use these materials to frame questions about succession, wealth transfer, governance, and coordination with investment and tax planning advisers.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multi-family offices differ from single-family offices and virtual family offices. It can help an ultra-high-net-worth family or business owner assess which operating model fits needs such as privacy, shared administration, family education, alternative investments, and ongoing adviser coordination.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference for examining firms, services, and industry developments. Readers can use it to structure their own review of investment management, tax and estate planning, risk coverage, bill pay, philanthropy, and family governance needs.

• Similar firmsAndina Capital Management, LLC
  Catalyst Family Office
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  Profiles for Andina Capital Management, LLC, Catalyst Family Office, and Confluence Capital Advisors, LLC offer additional points of comparison on this site. Reviewing these firms may help a family or business owner clarify preferences for investment approach, administration, private investments, and the type of adviser relationship they want.

Sources

1. Paradigm Family Office About
2. Paradigm Family Office Services
3. Paradigm Family Office

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.