Helping Families Preserve, Protect, and Grow Wealth Across Generations

LOS ANGELES, Calif. (October 16, 2025) — SteelPeak Wealth, a leading independent wealth management firm, is proud to announce the official launch of its Family Office Services, designed to provide high-net-worth individuals and families with a holistic, multi-generational approach to financial stewardship.

“For years, we’ve guided successful families through complex financial landscapes,” said Reza Zamani, Founder and CEO at SteelPeak. “With the launch of Family Office Services, we’re taking that guidance to a deeper level, offering integrated strategies across investments, tax planning, estate structuring, and legacy preservation.”

A Modern Family Office, Built for Today’s Complex Wealth

Unlike traditional wealth models that treat financial components in isolation, SteelPeak’s Family Office offering provides a centralized, advisor-coordinated structure.

Key services include:

• Intergenerational wealth transfer planning 
• Tax strategy and trust coordination 
• Outsourced CFO and bookkeeping services 
• Investment oversight with multi-asset-class expertise 
• Philanthropic planning and lifestyle services 
• Family education and legacy coaching 

Also, unique to most traditional family office offerings, there is no stated net worth, nor is there a stated amount that is required to sign up for this unique service. It is based on the complexity of the family's finances across generations. Each family office client starts with a Holistic Family Map, which helps to align the family on key matters related to their wealth and legacy.

Built for Families Who Think Long-Term

SteelPeak’s model is ideal for families with significant estates, recent liquidity events, or complex financial structures. Whether working alongside existing advisors or stepping in as the primary financial architect, the Family Office team brings discretion, alignment, and clarity to clients navigating wealth’s most sensitive dimensions.

Earlier this year, in February 2025, SteelPeak Wealth acquired Ridgeway & Warner, a respected tax consulting and CPA firm based in Santa Barbara, through its affiliate SteelPeak Tax Consulting. The acquisition added knowledgeable team members in the area of tax and accounting to SteelPeak’s tax division, significantly enhancing its in‑house capabilities and bolstering SteelPeak’s ability to provide deeper, fully integrated family office services.

Now Accepting Select Clients

SteelPeak Family Office Services are now available by invitation and referral to ensure personalized attention.

To learn more or explore fit, visit: steelpeakwealth.com/services/family-office-services or contact us directly.

About SteelPeak Wealth

SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, with offices in Woodland Hills, Beverly Hills, Newport Beach, Santa Barbara, Las Vegas, Boca Raton, and Dallas. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of America’s Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.