Family Office Law
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Call us today: +1 800-447-7090
People

Partners

GARY E. MILLION
Partner

TIM VOORHEES
Partner

MARK A. ZIEBOLD, ESQ.
Partner

Counsel

DAVID A. CASTOR
Technology Company Funding and Leadership

MICHAEL L. MEYER
Attorney-At-Law

BEN SCHWEFEL
Attorney

Staff

LARA JOHNSTON
Financial Planner

JULIE KASNER
Certified Financial Planner®

JESSICA COPE
Wealth Counselor


CRISTIAN ROGERS
 

MONICA GILBERT
 

 

WE SERVE EACH CLIENT ACCORDING TO THE FOLLOWING PRINCIPLES:


Principle 1 - Integrity
An Family Office Law staff member shall offer and provide professional services with integrity.


Principle 2 - Objectivity
An Family Office Law staff member shall be objective in providing professional services to clients.


Principle 3 - Competence
An Family Office Law staff member shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.


Principle 4 - Fairness
An Family Office Law staff member shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.


Principle 5 - Confidentiality
An Family Office Law staff member shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the Family Office Law staff member or in connection with a civil dispute between the Family Office Law staff member and client.


Principle 6 - Professionalism
An Family Office Law staff member's conduct in all matters shall reflect credit upon the profession.


Principle 7 - Diligence
An Family Office Law staff member shall act diligently in providing professional services. Diligence is the provision of services in a reasonably prompt and thorough manner. Diligence also includes proper planning for and supervision of the rendering of professional services.


Family Office Law
695 Town Center Drive,
Suite 700, Costa Mesa,
CA 92626.
9870 Research Dr. Suite 209
Irvine,
California 92618.
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