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You’ve built your net worth all your life; now’s the time to protect it from estate and income taxes. We can help. We want to inspire our clients; we want them to create a positive vision for themselves and for future generations.
When Performance Counts. We strive for achievement beyond the commonplace and welcome you to discover our difference.
Building relationships that last generations. At Dunham Trust Company, we strive to understand your unique requirements and take a highly personalized approach to wealth preservation and management.
Creating your financial independence through Institutional Portfolio Management, Tax-Deferred Real Estate Exchanges and Income Tax Planning.
The Founders Group is a consultative business advisory firm, specializing in working collaboratively with entrepreneurs, owners of closely held businesses, to enhance their business’ performance in order to gain:
A collection of the most expansive document drafting and productivity tools on the market.
A collaborative group of financial advisors, attorneys, CPA’s, life insurance professionals, and other interdisciplinary professionals who meet the needs of wealthy families by helping them achieve their enlightened dreams. Laureates develop a quiet confidence through education, training and sharing of life experience.
Protecting Families and their Assets. We take joy in serving the needs of our clients and look forward to speaking with you about how we may serve you and your family.
Helping You Protect Your Legacy and Provide For Your Family
Providing Knowledge and Tools to the Estate Planning community
The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.