RUNNING POINT TAX & CONSULTING

Running Point is a multifamily office of financial experts representing multiple disciplines. We offer a holistic approach, dedicated to the total well-being of our clients and their families. We understand that a family's financial needs extend beyond wealth management to include financial planning, estate and trust planning, tax preparation and consulting, insurance, and more. We offer expertise and personalized service in a complete range of financial specialties-all in a single multifamily office... As a true family office, we focus on goals and lives, not benchmarks. We listen as you articulate what you love and care about most. In the process, we come to understand your obstacles and opportunities... Running Point, a multifamily office, provides personalized professional services-financial, tax and estate planning, charitable giving, investment, insurance, PPLI, and trusts-all under one roof.

Also known as: Running Point Tax & Consulting, LLC

Primary location: El Segundo United States