Transition in life comes in all shapes and sizes.  Here at Illuminare we place a lot of attention on people in transition due to death, divorce and inheritance.  

Both personally and professionally we understand transition, and since it is our business to provide tax, audit and true business strategies we bring an equal balance of fact based guidance. 

 

We provide proactive direction and strategy to keep your personal transition experience constantly moving forward.

When can we help?

  • You need an advisor to guide you through the business of life

  • You need help with the heavy lifting

  • You need a Personal CFO to get you started

  • You want to take your time to assess what the next steps are, but need to keep the wheels moving 

  • You need a voice of reason with both empathy and non emotion in making the right decision on behalf of you and your family 

  • You want your own team of professionals to take over your tasks no matter how small or large

  • You have enough opinions, but need more decision makers

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 services range from a pay as you go for us to get you started with our outsourced personal CFO model, to our full service CPA, business strategy and guidance suite of services.  We welcome the opportunity to get you to the place that is right for you.  

 

  

TRANSITION

Telephone: (949) 474-8500

 

email: info@IlluminareMG.com

 

Fax: (949) 474-8510

1401 Quail Street, Suite 140​

 

Newport Beach, CA 92660