A LEGACY OF TRUST
Our Mission
At Bedrock Family Office, we provide bespoke family office services tailored to the unique needs of our clients. Specializing in asset management, trust planning, legal counsel, and education planning, we aim to empower both high net worth entrepreneurs and middle-class families. Our focus is on establishing familial wealth through meticulous planning and comprehensive support, ensuring peace of mind while achieving financial goals.
OUR EXPERTS
Meet the Team
Sophia Chang
Sophia is our Chief Financial Officer, bringing over 15 years of experience in wealth management and financial strategy. Her expertise helps clients optimize their asset portfolios while navigating complex financial landscapes.
Michael Johnson
Michael serves as our Legal Advisor, specializing in trust formation and legal compliance. He guides families through the intricacies of legal requirements, ensuring their estates are safeguarded and efficiently managed.
Amira Patel
Amira is our Immigration Specialist, providing invaluable support for clients facing international transitions. Her deep understanding of immigration law helps families relocate smoothly while addressing all their legal needs.
OUR VALUED PARTNERS
Client Focus