Live Your
One Best
Life.
One relationship for your whole financial life.
Our Mission
“Life is a collection of experiences; we help you plan for them.”
Our mission is to empower our clients and their families to live their one best life, through education and trusted advice.
We act under a fiduciary standard of care and put your interests first — whether you are building wealth, preparing to sell the business that created it, or deciding what happens to it next.
Four quarters of one circle
Most firms do one of these. We do all four, because they are the same life at different moments — and because the handoffs between them are where families lose the most.
Private Wealth
Building it. Investment management and planning for families growing and protecting what they have.
IIGroup Benefits & Retirement Plans
Where it often starts. Retirement plans for employers — and how we come to know most business owners.
IIIExit Planning
Converting it. For owners whose wealth is still inside a business — before, during and after the sale.
IVFamily Office & Family CFO
Holding it. One Family CFO coordinating every adviser, and continuity so your family never starts over.
One of four
Private Wealth
Investment management is the visible part. What changes outcomes is usually everything around it — taxes, timing, protection, and the decisions that only come up once.
Grow it
Investment management built around your goals, retirement and cash-flow planning, tax-aware investing coordinated with your CPA, equity compensation and concentrated stock.
Protect it
Insurance and beneficiary reviews, long-term care planning, and estate documents — wills and trusts coordinated with your attorney, or living trusts prepared in-house where that suits you better.
Understand it
Your Money Personality and True North — how you’re wired and what actually matters — so the plan reflects your life rather than a template.
Track it
The My 360 Portal: a Priority Action List where every open item is owned and tracked, your goals and bucket list, secure messaging and a document vault.
For you if your wealth sits in markets, property and retirement accounts rather than a business you are preparing to sell.
Investments
- Portfolio management, core and satellite
- Risk-calibrated asset allocation
- Disciplined rebalancing and tax-loss harvesting
- Concentrated stock strategies
- Equity compensation planning
- Private and alternative managers where suitable
Planning
- Wealth and retirement planning
- Retirement income and distribution strategy
- Social Security claiming analysis
- Medicare timing and healthcare funding
- Cash-flow and savings-rate modelling
- College and education funding
Tax, estate & protection
- Tax-aware investing, coordinated with your CPA
- Multi-year tax planning
- Wills, trusts and titling, with your attorney
- Trust funding and estate document review
- Powers of attorney and healthcare directives
- Beneficiary reviews
- Life, disability and long-term care review
- Umbrella and liability review
Giving & legacy
- Charitable giving and donor-advised funds
- Private foundation and endowment advisement
- Charitable remainder and lead trusts
- Qualified charitable distributions from IRAs
- Multi-generational gifting strategies
- Beneficiary and wealth-transfer planning
How we work with you
- Money Personality and True North — how you’re wired, and what matters most
- Behavioural coaching (CFC®) through market cycles and major life events
- Priority Action List — every open item owned, tracked and finished
- Goals and bucket list, planned and revisited
The My 360 portal
- Complete balance sheet, every account in one view
- Document vault for wills, trusts and policies
- Family and adviser access, controlled by you
- Continuity protocol, so your family is never left starting over
Two of four
Group Benefits & Retirement Plans
A retirement plan has three constituencies with three different problems. Most advisers serve the first and treat the other two as afterthoughts.
For the company
3(21) or 3(38) fiduciary services, investment policy and menu design, fee and recordkeeper benchmarking, committee meetings with minutes that stand up.
For the owner
Plan design that maximises what the owner puts away, cash balance plans layered over a 401(k), deferred compensation, and how the plan is treated in a sale.
For your people
Enrollment, one-on-one sessions, financial wellness education and retirement readiness reporting — the parts most advisers quietly skip.
Where it leads
The 401(k) is usually how we meet a business owner. It’s rarely where the relationship ends — which closes the circle back to exit planning.
The 401(k) is usually how we meet a business owner. It’s rarely where the relationship ends — which closes the circle back to exit planning.
Plan types
- 401(k) and profit sharing
- Safe harbor 401(k)
- New comparability and cross-tested design
- Cash balance plans
- Defined benefit plans
- 403(b) and 457 plans
- SIMPLE and SEP IRA
- Pooled employer plans
Fiduciary & governance
- 3(21) co-fiduciary services
- 3(38) investment manager services
- Investment policy statement
- Investment menu design and monitoring
- Retirement plan committee meetings and minutes
- Compliance calendar, testing and audit support
Cost & providers
- Fee benchmarking — recordkeeping, admin and investments
- Provider search and recordkeeper benchmarking
- Plan conversions and takeovers
- Payroll and recordkeeper integration
For the owner
- Nonqualified deferred compensation
- 457(b) and 457(f) for nonprofit executives
- Executive bonus arrangements
- Key-employee retention design
- Group insurance and employee benefits alongside the plan
- How the plan is treated in a sale
Education & enrollment
- Group enrollment meetings, on-site and virtual
- New-hire onboarding on your schedule
- Re-enrollment and contribution-increase campaigns
- Plain-language delivery for every part of the workforce
- Sessions timed around shifts, so line staff aren’t left out
One-on-one, for every employee
- Individual meetings — no minimum balance, no cost to the company
- Retirement readiness and income gap analysis
- Rollover and consolidation help for prior employer plans
- Beneficiary designation reviews
- Social Security and Medicare timing near retirement
- Distribution, hardship and loan guidance
Financial wellness workshops
- Budgeting, cash flow and emergency savings
- Debt, credit and student loan strategies
- First-time homebuying
- Investing basics, without the jargon
- Planning for aging parents and caregiving costs
Three of four · CEPA
Exit Planning
For most owners the business isn’t part of the balance sheet — it is the balance sheet. Nearly everything that determines what you walk away with is decided in the years before a buyer is ever in the room.
Before — three to five years out
What the business is worth, whether it and you are ready, and the value, tax and estate work that only counts this far ahead of a letter of intent.
During the transaction
One seat accountable to your family rather than to the deal — alongside your banker, attorney and CPA, modelling structures against your after-tax outcome.
After the sale
An investment plan for a number that now has to last permanently, tax execution in the year of sale, and an estate plan rebuilt for a new balance sheet.
For the generation after
This is where the work becomes a Family CFO relationship — which is the next quarter of the circle.
Your banker leaves at closing. Your wealth manager arrives afterward and never knew the business. Led by a Certified Exit Planning Advisor, we’re in all four rooms.
Before the sale
- Business valuation and value-gap analysis
- Exit readiness assessment — business and personal
- Value acceleration planning
- Reducing owner dependence and customer concentration
- Financial reporting and quality-of-earnings preparation
- Your number: what the sale has to produce
Structuring ahead of a deal
- Pre-sale tax structuring
- Asset versus stock sale modelling
- Installment sales and seller financing
- QSBS and entity structuring considerations
- Pre-sale gifting and trust structuring
- Charitable vehicles — CRT, CLT, donor-advised funds
During the transaction
- Deal team coordination — banker, M&A attorney, CPA
- Quality-of-earnings provider coordination
- Deal structures modelled to your after-tax outcome
- Rollover equity, earn-outs and seller notes analysis
- Keeping the personal plan moving through the deal
After the sale
- Deployment of proceeds and income planning
- Concentrated buyer-stock strategies
- Estate plan rebuilt for the new balance sheet
- Year-of-sale tax execution
- Succession to family, partners, ESOP or management
- Transition into the Family CFO relationship
Four of four
Family Office & Family CFO
You’ve built something remarkable. But if you’re the only one who knows how it all works, you haven’t really secured it.
We’re in the middle, not you
You have talented advisers. What you don’t have is one person at the centre connecting them, holding the whole balance sheet — businesses, property, entities and investments — rather than only the accounts we manage. You stay the CEO; we’re your CFO.
Estate, trusts and tax, coordinated
We work alongside your estate attorney and your CPA so the legal documents, the account titling and the tax plan actually agree with each other — and stay that way as the law and your family change.
Your family, not just your assets
A financial concierge for anything that comes up, family governance and meetings run by someone who isn’t family, and education for the next generation.
Continuity, arranged in advance
If something happens to you, your family doesn’t start over with strangers. They already have the relationship, the plan and the access.
A wealth manager’s relationship ends with you. A Family CFO’s continues with your family. One flat annual fee, capped, for Family Office relationships.
The balance sheet
- Consolidated family balance sheet reporting
- Investment management across every account and entity
- Private and alternative manager oversight
- Post-liquidity diversification
- Cash and liquidity management across entities
- Real estate and private holdings tracked alongside the rest
Structure
- Trust funding and estate document review
- Estate strategy coordinated with your attorney
- Trust funding — making sure titling matches the documents
- Trustee selection and trust company coordination
- Multi-year tax planning across entities and family members
- Business valuation, exit and succession — CEPA-led
- Insurance and liability review across the whole picture
- Foundations and donor-advised funds
Coordination
- A Family CFO as your single point of contact
- Financial concierge — one call, handled and reported back
- Your attorney, CPA, insurance agents and lenders kept aligned
- Vetted specialists introduced where you are missing one
- One consolidated conversation instead of many
The family
- Family governance and decision-making structure
- Family meetings run by someone who is not family
- Next-generation education
- Continuity access, arranged in advance
- Family and adviser permissions in the My 360 Portal
Our Services
A comprehensive wealth management plan designed to navigate you throughout your financial life.
Personal & Family
Business & Employers
One method, all four
The four steps never change. What changes is their scope — for one family a portfolio, for another an entire balance sheet and every adviser attached to it.
Life Milestones
We tailor your plan based on where you are — in your life, and in your business. Selling a company is a life milestone too, and the planning starts years before the sale.
The Next Step
Let’s start the conversation.
A short conversation shows you where you fit — and where the gaps are in how your wealth is handled today. If you own a business, it usually starts with one question: what is it actually worth?
Email us to schedule or call 818.547.4720Call
Office
500 N. Brand Blvd, Suite 2120
Glendale, CA 91203
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba My 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.
My 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney for guidance specific to your situation. LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Descriptions of services and of who each is built for are general and are not eligibility criteria, recommendations, or an offer of services. Fee descriptions are general; actual fees are set out in your advisory agreement and in Form ADV Part 2A. Business valuation and exit planning services are educational and planning in nature and are not an appraisal, a fairness opinion, or a solicitation to buy or sell a business. Pierre Movsessian CA Insurance #0B65327.