Illuminare management group is a unique blend of CPA/trusted advisor meets entrepreneur whisperer that provides a comprehensive suite of outsourced services from wealth preservation, to growth strategies and risk mitigation.  We strive to be the "Best in Class" advisor, strategist and partner that individuals and families with multiple moving parts need but have yet to find.  

The Illuminare services available:

  • Accounting and reporting

  • Bill paying 

  • Compliance and risk management

  • Insurance review and implementation

  • Captive/Self insurance tax and accounting 

  • Data management

  • Banking and Finance

  • Business strategy through execution

  • Aviation acquisition, disposition and management 

  • Boat and Yacht Management

  • Real estate acquisition, disposition and management

  • Collection and valuables management

  • Human resource services

  • Document management 

  • Investment management 

  • Income tax planning, compliance and strategy

  • Specialized services and family education 

  • Philanthropic planning

  • Wealth advisory

Our goal is to surround our clients with all the tools and team leadership needed to keep the principal and what they own moving in all the directions needed and wanted. We find that preservation and growth can go together when mixed with the right balance of guidance, strategy and structure.  Our passion and knowledge comes from over 50 years of combined experience as advisors, entrepreneurs and service professionals.  

As your trusted advisor and outsourced partner we help you maximize the protection, preservation and direction you want to go, and at the same time minimize the carry costs and expense of your ongoing business and life choices.  

 

Telephone: (949) 474-8500

 

email: info@IlluminareMG.com

 

Fax: (949) 474-8510

1401 Quail Street, Suite 140​

 

Newport Beach, CA 92660

WHY ILLUMINARE