Comprehensive Financial Management

We’ll take care of the things that keep you up at night.

At Embarcadero, we understand that affluent individuals and families require comprehensive financial management and a professional, personalized level of service that shouldn’t be reserved for just the ultra-wealthy. We recognize that your wide-ranging financial needs span areas such as investment strategy and wealth management, tax and estate planning, philanthropic guidance, succession planning and governance, risk management and more.

Embarcadero’s Accessible Multi-Family Office is perfectly positioned to provide you with a centralized team of trusted professionals. We pride ourselves on our longstanding client relationships built on integrity, trust and discretion, and as the size and complexity of your wealth grows, we are able to comfortably cater to your expanding needs.

Our professionals have collective experience of

+ years

Focused on clients with a net worth of

$ m-

$ m

Embarcadero offers affluent individuals and families high-level, professional service and a comprehensive approach to wealth and lifestyle management.

Tailored Investment Strategies

We craft personalized investment plans that align with your financial goals, and aim to support the growth and stability of your wealth over time.

Comprehensive Estate Planning

Our team helps you create effective wills and trusts, ensuring your legacy is preserved and transferred smoothly to the next generation.

Effective Tax Planning

Reduce your tax liabilities with our strategic tax planning, keeping more of your hard-earned money working for you.

Philanthropic Guidance

Maximize the impact of your charitable contributions with our advice on philanthropy and foundation management.

Governance and Succession Planning

Ensure family harmony and a smooth transition of wealth with our governance structures and succession plans.

Risk Management

Protect your assets and your family’s future with our thorough risk assessment and insurance solutions.

Financial Education

Empower your family with financial literacy, preparing the next generation to manage and grow the family wealth.

Concierge Services

From managing your properties to handling everyday administrative tasks, we take care of the details so you can focus on what matters most.

Contact Us

We primarily accept new clients through referrals, however we do review our books annually to accommodate additional clients. If you would like to be considered as a new client, please complete the contact form, and a member of our team will be in touch with you to discuss your requirements further.

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CRD#: 329285 / SEC#: 801-129306

Check the background of this firm on FINRA’s BrokerCheck.

Advisory services offered through Embarcadero Capital Advisors, Inc., a California-state registered investment adviser. Securities offered through the Leaders Group, Inc., a member FINRA/SIPC. Embarcadero Capital Advisors, Inc. and The Leaders Group, Inc. are separate and unaffiliated entities.

Past performance does not guarantee future returns. Investing involves risk and possible loss of principal capital.