Aldrich Wealth Family Office
What Matters Most
Your wealth is more than numbers. It’s deeply personal and represents your core values, what you have built, and the life you are intentionally shaping.
Going beyond traditional wealth management, Aldrich Wealth’s Family Office team coordinates an integrated strategy and structure that is unique to each ultra-high net worth family.
It starts with your priorities and evolves around your vision for the future.
Start by identifying what matters most to you and your family.
Flexibility + Freedom
Enjoying life’s most meaningful moments.
Vision + Goals
Pursuing your financial goals through strategic planning and execution.
Trust + Transparency
Fiduciary advice built around your goals.
Security + Stability
Prepare for change while preserving what you’ve built.
Journey + Purpose
Pursue your purpose, empowering your journey to live intentionally.
Values + Legacy
Develop a legacy rooted in your values.
Family Office: Beyond Asset Management
After the sale of a business, many families find they need a team to oversee strategy, manage risk, align advisors, and help coordinate the many moving parts to work together.
A Family Office is designed to serve as that coordinating team. Much like the company you built and led, a Family Office brings structure, leadership, and coordination across your financial and personal life.
Rather than focusing solely on portfolio performance, an integrated Family Office team helps manage the different aspects of your life with the same discipline, reporting, and strategic alignment that once guided your company. This can include:
- Investment Management
- Financial Planning
- Tax Advisory
- Estate Planning + Wealth Transfer
- Philanthropic Consulting
- Client Services
- Lifestyle Management
- Risk Consulting
Is a Family Office Right for You?
A Family Office structure is designed for families who need more than portfolio oversight. It provides alignment, organization, and long-term continuity to increasingly complex families.
1
You recently sold a business and need thoughtful oversight for the proceeds
2
You manage multiple trusts, partnerships, or investment entities
3
Your tax, estate, and investment decisions require close coordination
4
You want consolidated reporting that provides a clear view across all assets and structures
5
You are planning for multi-generational wealth transfer
6
You value having a dedicated team that operates as your financial leadership structure
For families facing increasing complexity, a Family Office brings clarity, alignment, and continuity. It delivers the structure of a well-run organization to the stewardship of family wealth.
Family Office Structure and Services
Aldrich Wealth’s Family Office services are designed to align with your needs and provide support where it matters most. Clients may engage individual services based on their goals, priorities, and complexity, with the flexibility to expand or refine that support over time. Across every service is an integrated perspective that brings greater coordination to the many dimensions of wealth.*
- Wealth Strategy + Estate
- Planning
- Tax Compliance + Planning
- Risk Management
- Bookkeeping/Accounting
- Pre-transaction Planning
- Liquidity + Exit Planning
- Investment Management
- Private Markets Portfolios
- Manager Selection + Due Diligence
- Recordkeeping +
Reporting - Investment Policy Development
- Values Based Investing
- Lifestyle Management
- Family Dynamics + Education
- Philanthropic Planning
- Next Gen Education
- Technology Solutions
- Foundation Management + Support
* Aldrich Wealth is part of the Aldrich group of companies which also includes Aldrich CPAs + Advisors, LLP, Aldrich Solutions LLC, and Aldrich Capital Advisors LP. We may recommend tax planning and tax preparation services by referring these services to Aldrich CPAs+ Advisors, LLP or to our other affiliates for specialty services with your approval.
Family Office Insights
- Corporate Retirement Plans, Employee Benefits, Wealth Management
5 Things Plan Sponsors Should Know About Alternative Investments
- Corporate Retirement Plans, Employee Benefits, Wealth Management
Reframing Guaranteed Income in Target Date Funds
- Corporate Retirement Plans, Employee Benefits, Wealth Management
New Year, New Perspective: Is Your Retirement Plan Advisor Keeping Up?
- Corporate Retirement Plans, Employee Benefits, Wealth Management
Preparing Your Company’s Retirement Plan for the Year Ahead: 3 Strategic Shifts Employers Should Address Now
- Employee Benefits, Investment Management, Market Commentary, Wealth Management
Q4 2025 Market Commentary + 2026 Outlook
- Investment Management, Wealth Management
What to Do with Cash on the Sidelines
- Employee Benefits, Investment Management, Market Commentary, Wealth Management
Q3 2025 Market Commentary + Outlook
- Aldrich Executive, Financial Planning, Tax Planning, Wealth Management
One of the Most Powerful Planning Tools You’ve Probably Never Heard Of
- Employee Benefits, Investment Management, Market Commentary, Wealth Management
Q2 2025 Market Commentary + Outlook
- Aldrich Community, Tax Planning, Wealth Management
One Big Beautiful Bill Act: Key Provisions and What They Mean for You
- Aldrich Community, Wealth Management
Maximizing Impact and Minimizing Taxes: Charitable Giving Strategies Around a Business Sale
Why Aldrich Wealth
For over 50 years, our firm has stood as a trusted partner to business owners, guiding them through every stage of their journey—from building and scaling their companies to navigating complex transitions and, ultimately, shaping a lasting legacy. With a heritage rooted in both CPA expertise and wealth management, our bespoke approach blends technical precision with tailored guidance to ensure our clients feel secure in their financial future.
At Aldrich Wealth Family Office, we recognize the complexities that come with significant wealth. As dedicated stewards of our clients’ best interests, we take a holistic approach to wealth management, ensuring that every decision aligns with their long-term goals and values. From succession planning and tax-efficient wealth transfer to strategic multi-generational planning and crafting a framework for impactful philanthropy, we provide expertise and trusted guidance to help families turn a lifetime of hard work into a legacy.
7.4B+
Assets under management
*as of 12/31/25
28+
Years providing wealth management services to our clients
1973
Aldrich CPAs + Advisors was founded in 1973 and is now one of 75 largest CPA firms in the US and 7th largest headquartered in the western US
12th
Largest firm by assets under management in 2025, ranked by Accounting Today
45+
Aldrich Wealth employees including 22 client advisors who average 13 years of industry experience
8
Cities in the western US served by the Aldrich group of companies, with four Aldrich Wealth offices across California and Oregon
Awards + Recognition
Aldrich Wealth | Our Six Core Investing Principles
Tenets for Building Customized Investment Portfolios
1
Fiduciaries
We are fiduciaries with every decision we make aligning with our clients’ best interests.
2
Asset Allocation
Asset allocation with global diversification have historically driven long-term performance.
3
Long-term
Our long-term investment strategy aligns with your goals and objectives for better potential investment outcomes.
4
Tax Efficient
Tax efficiency can optimize the portfolio’s real return and must be considered when managing taxable portfolios.
5
Alternative Investments
The inclusion of alternative asset classes can play a fundamental role in ultra-high net worth portfolios.
6
Risk Adjusted Returns
Our focus on risk-adjusted returns limits downside risks and helps create a smoother path toward achieving financial goals.
Leadership Perspective
Partner + Director of Aldrich Wealth Family Office
Abbey Rollins, CFP®
Aldrich Wealth LP
Managing Director of Private Investments
Chris Van Dyke, CFA®, CAIA
Aldrich Wealth LP
Meet the Family Office Team
Request an Introduction
Let us help you achieve your goals. Contact us to speak with one of our advisors.
We’re more than investment advisors.
We’re educators, planners, guides to help our clients navigate their financial journey.
2026: Q1 Review and Q2 Outlook