Family Office

Tarbox Family Office, inc.

TARBOX FAMILY OFFICE, INC. is a leading family office that offers comprehensive financial services and wealth management solutions to high-net-worth individuals and families. With a strong focus on personalized service and a deep understanding of their clients' needs and goals, TARBOX FAMILY OFFICE, INC. provides tailo…

Assets Under Management

$1B-$10B

Headquarters

Newport Beach, CA

Website

www.tarbox.com

Asset classes & sectors

Alternative InvestmentsCommoditiesFamily PhilanthropyFinancial PlanningFinancial ServicesFinancial TechnologyFinTechFixed incomeHealthcareHedge FundsInvestment ManagementPrivate Equity

Decision-makers

Mary Sigler

Chief Operating Officer

CIO

Erin Itkoe

Director of Financial Planning

Laura Ann Tarbox

PRESIDENT / CHIEF EXECUTIVE OFFICER

Mary Elizabeth Sigler

CHIEF COMPLIANCE OFFICER

Michael J Nozzarella

MANAGING DIRECTOR

Kai Xiong

CIO

Michael Nozzarella

CIO

Laura Tarbox

CEO and Founder

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