CORONA DEL MAR, Calif.–(BUSINESS WIRE)–Crescent Bay Councilors (CBA), a multi-family office headquartered in Orange County, California, is gearing up for the next phase of business growth with a minority investment from Merchant Investment Management (Merchant).
CBA provides multi-family office and advisory services to high net worth individuals, families and private foundations, and is paid solely and exclusively by their clients. CBA’s highly experienced team comes from diverse backgrounds and backgrounds, and the firm prides itself on maintaining a positive, values-driven work environment.
“Our partnership with Merchant comes at an important time as we seek to grow and provide additional resources to our customers,” said Larry Abrahams, President and Founder of CBA. “The expertise, support and in-depth knowledge of our Merchant industry enables us to maintain our independent and unbiased customer service.”
Abrahams added, “Clients typically come to us in a variety of situations, whether it’s a liquidity event, a life event such as a divorce, or simply a realization that “they want to run their personal financial life like a successful business – with accountability, checks and balances, and metrics to define success. We embrace our role as objective advocates.”
CBA will leverage Merchant’s community of connections to develop and scale its family office solutions through this partnership. “CBA truly offers a family office experience for clients with complex and sophisticated financial needs,” said Matt Brinker, managing partner at Merchant. “As ultra-high net worth clients demand more objective advice on financial reporting, estate and tax planning, and risk management, we believe that welcoming CBA’s services into the wider Merchant family of businesses is a mutual victory.”
About Crescent Bay Advisors
CBA provides expert and objective financial advice and coordination to high net worth individuals, families and private foundations. CBA offers personalized services, including tax planning, estate planning, investment advice, philanthropy services and risk management, combined with fully integrated business management and personal accounting services. www.crefrescentbayadvisors.com
About Merchant Investment Management, LLC
Trader is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. For more information, please visit www.merchantim.com.