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The Illuminare Story
We started Illuminare Management Group to raise the bar for wealthy individuals, families
the businesses that you own and the business of everyday life.
The driving force behind starting Illuminare was a conversation that two entrepreneurial minded trusted advisors had regarding our wealthy clients. From two different directions, one being tax strategies and the other being business strategy, we found that these two directions are regularly considered mutually exclusive rather than individualized on a case by case basis.
We were struck by the idea that wealthy families and high wage earners somehow get pigeon holed in the direction of one trusted advisor over another when it comes to the battle of preserving and growing wealth. The real underlying current is that successful people tend to know what they don't know, and look to trusted advisors for guidance that makes sense for them based on their needs and wants in life.
Our combined experience guiding wealthy families with the unique strengths we each bring to the table, Illuminare was launched with the premise of providing a collaborative environment that provides a full suite of services to meet every need of a families unique situation.
Because of our experience in serving the unique needs of the affluent and high net worth space as a service provider, we have surrounded ourselves with a complete team of both in house and outsourced trusted advisors to meet each and every need of our partner clients.
Our goals are to:
Provide the playbook, strategy and execution for how you move forward in your direction
Embrace preservation, wealth transfer and Entrepreneurial passion equally
Mitigate Risk without stopping progression
We help our clients maximize the experience they are fortunate to have, and at the same time understand that with that with that experience comes the business of life. We are confident we have either seen what comes next, or will see it and figure out how to both prepare for it or find the right answer to keep the project moving forward.
Telephone: (949) 474-8500
Fax: (949) 474-8510
1401 Quail Street, Suite 140
Newport Beach, CA 92660
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