ASSISTING FAMILIES FOR MORE THAN 50 YEARS CONTACT US Family Wealth
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Assisting families with wealth preservation for over 50 years.

We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.

Call us anytime (714) 241-7114
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Services We Provide

Estate & Gift Tax Planning

We help you maintain maximum control over your business and other assets through the estate planning process.

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Business, Retirement & Employee Benefit Planning

We help design business succession plans, selective executive retirement plans and core employee benefits.

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Life Insurance

Life insurance planning provides immediate cash to meet the liabilities created at death.

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Philanthropic Planning

We have gained valuable experience working with affluent families who understand the value and power of utilizing family foundations to control their wealth and maintain a family legacy by redirecting taxes to charitable causes.

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Asset Protection Planning

The law allows an individual to situate their affairs to limit their liability exposure.

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Investment Advisory

Our strategic partners are highly specialized investment professionals. In developing your wealth management strategy

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Let’s discuss about how we can help make your business better

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Who we are

For more than 45 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management. Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant discipline. We collaborate with the best of the best. The result is an all-star team of financial, insurance, legal and tax experts with specialized and extensive experience working with high net worth families and closely held businesses.

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