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Mission Wealth Management LLC
With offices in Santa Barbara and Westlake Village, Mission Wealth delivers what successful individuals and organizations need most - comprehensive, independent and integrated wealth management advice.  Through their integrated approach, which encompasses financial planning, investment management, risk management, tax strategies, and estate planning, they seek to help clients achieve their financial goals and dreams.
Holthouse Carlin Thoit VanTright LLP
Sypolt Insurance Services Inc
PriceWaterhouseCoopers LLP
Littler Mendelson PC
Brownstein Hyatt Farber & Schreck LLP
Schley Look Guthrie & Locker LLP
Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors specializes in alternative investment management in the areas of Master Limited Partnerships (MLPs), Niche Marketable Securities, Energy Private Equity, Growth Private Equity, Real Estate Private Equity and Mezzanine Finance.
Hayes Commercial Group
Hayes Commercial Group is a full-service commercial real estate brokerage offering leasing, investment sales, and consulting services for all commercial property types in the Santa Barbara and surrounding areas.
ReGeneration Partners
ReGeneration Partners is a Dallas, Texas based family business consulting and advisory firm.
Family Office Metrics
Family Office Metrics acts as Strategic advisors to family offices and family fiduciaries on people, process, and technology.
Wealthbridge Partners
Wealthbridge Partners focuses exclusively on providing the education that allows wealth owners to live thoughtful, productive and confident lives and to sustain the wealth for generations to come.
Aspen Family Business Group (AFBG)
With over 100 years combined experience, AFBG consultants help families maximize their business's potential by conducting training programs, presentations and workshops on topics including Family Board & Council Development, Compensation and Succession Planning.
An international consulting firm, as well as an education/research center for family business, the OMBI is dedicated to helping families effectively manage their companies and the complex issues they face.
Philanthropy 4Charity.com
Stemming from a Stanford Business School project, 4charity simplifies philanthropy for both corporate donors and non-profit charities through secure, easy-to-use web applications.
Foundation Source
Foundation Source makes it easy for families to form their own foundation. Their technology-based philanthropic services eliminate the complications and hassles typically associated with running private foundation, so clients can focus their energies on charitable giving.
Give to Charity
This secure online donation service for non-profits makes it safe and easy for donors to give to charities via the internet.
Grantmakers for Effective Organizations - GEO
Originally a forum for funders committed to improving organizational effectiveness, GEO strives to build stronger, more effective non-profit organizations. They advance their cause through national conferences, e-newsletters, research and various web resources.
Guide Star
With over 34,000 private foundations and 680,000 grants listed, GuideStar is the national database of nonprofit organizations, offering basic, in-depth and customized data services for donors, nonprofits and grantmakers.
Innovation Network, Inc.
A national organization that builds the evaluation capacity of nonprofits and grantmakers, Innovation Network, Inc. provides web-based tools for program planning and evaluation, as well as consulting and training services.
National Charities Information Bureau
The BBB Wise Giving Alliance processes donor inquiries regarding nationally soliciting charities, evaluates the charities according to the voluntary BBB charity standards and helps donors make informed giving decisions through their publications, guidelines and charity.
Network for Good
Network for Good is an easy-to-use, online resource created to help people find volunteer and giving opportunities in their own communities and beyond. Visitors can make donations, apply for volunteer work, and share their views on causes such as literacy, animal rights and environmental protection.
The Chronicle of Philanthrophy (COP)
The COP is the leading newspaper for charity leaders, grant-makers, fund raisers. and others in the philanthropic community. The web site offers subscribers a number of services, including complete access to COP archives, from October 1997 to the current issue. Free resources for non-subscribers are available on select portions of the site.
The Council on Foundations (COF)
This organization for grant makers publishes materials and conducts educational programs supporting responsible, effective philanthropy. The COF web site connects the nonprofit community to various resources and tools, as well as member and regional grant maker sites.
The Foundation Center
The Foundation Center is an online information clearinghouse that serves the philanthropic sector through an extensive online library, research desk, and web-based training.
The National Center for Family Philanthropy
The National Center for Family Philanthropy provides research, training workshops and advisory services to encourage individuals and families in the nonprofit community to create and sustain their philanthropic missions.
The Philanthropic Initiative
TPI helps individual, family and corporate donors uncover their philanthropic passions, then develop and implement effective strategies that truly make a difference.
The Philanthropy Roundtable
A national association of over 600 donors, The Philanthropy Roundtable uses discussion forums and their various publications and seminars to aid the education, communication and advancement of philanthropy.

Wealth Management Resources Institutional Investor Investment Guides
The Institutional Investor Guides Series presents original research on issues relevant to financial markets today. Each volume provides insight from top industry and academic advisors on a topic currently impacting the investment community.
Institutional Investor Journals
This quarterly publication by Institutional Investor, Inc. provides finance professionals with fresh research, analyses and insights from leading industry authorities on the latest global finance trends.
Institutional Real Estate, Inc. (IREI)
A media and consulting company, IREI is dedicated to providing the most credible institutional and private real estate investment news to industry professionals through a wide range of newsletters, magazines and electronic digests.
This site provides free access to the complete Forbes magazine archives, from 1997 to the current issue, supplying a wealth of information on past and present developments in the world of business and finance.
Trusts and Estates
Trusts & Estates Journal of Wealth Management web site offers tons of free estate planning information without requiring a subscription. Access online articles and calendar events, and find information on client brochures and online directories for prospective clients.
Investment Research/Education Loedstar
Loedstar is an independent company dedicated to serving the needs of large private investors, business owners and their advisors through consulting, seminars and training programs.
Ibbotson Associates
A leading authority on asset allocation, Ibbotson Associates offers solutions for helping investment professionals such as banks, brokerage firms and mutual fund providers acquire, manage and retain assets.
InvestorForce is an independent web-based technology platform that provides information, tools, and online investment manager search capabilities to institutional investment professionals.
Private Equity Links
Obtain access to a wealth of investment resources including an extensive, worldwide directory of private equity and venture capital firms, organized by sector.
The Wealth Conservancy
Operating under the credence that wealth should be empowering not burdensome, The Wealth Conservancy works one-on-one with clients, teaching them the foundations of successful wealth management: Control, Power and Enjoyment.

International Resources Intuition Online
Intuition On-Line provides a variety of online tools for financial markets professionals, including an interactive training program and an extensive training library. They offer solutions in securities licensing, continuing education, exam preparation and compliance regulation.
The Alternative Investment Management Association (AIMA)
This non-profit trade association represents the global alternative investment community. With over 500 member companies in 32 countries, AIMA is a hub of knowledge for practitioners of hedge funds, managed futures and managed currency funds.
Associations American Institute of Certified Public Accountants (AICPA)
Committed to member service and the public interest, the AICPA has served the accounting profession since 1887. Get more information about AICPA software, conferences and accreditation, along with CPA links.
The Association for Investment Management and Research (AIMR)
The AIMR is a nonprofit organization of more than 43,000 investment professionals from over 90 countries worldwide.
The American College of Trust and Estate Counsel (ACTEC)
The purpose of ACTEC is to maintain an international association, of lawyers skilled in the preparation of wills and trusts, estate planning and probate procedure, and the administration of trusts and estates of decedents, minors and incompetents. ACTEC is a non-profit mutual benefit corporation.
Family Firm Institute (FFI)
The FFI is an international professional organization that assists family firms by increasing the professional skills and knowledge of family management consultants.
The Alternative Investment Management Association (AIMA)
The AIMA represents the interests of all those companies involved in hedge funds, managed futures funds and managed currency funds. The AIMA evolved as a direct result of the growing importance of the alternative investment industry in global wealth management.
The Institute for Global Ethics
The institute promotes ethical behavior in individuals, institutions and nations through research, public discourse and practical action.
Kenneth Kaye
Kaye & Associates specializes in the "family" aspect of family business planning. Dedicated to managing the human relationships involved, they offer guidance in areas such as conflict resolution, family team building and leadership training.

  MCO Financial Management
2445 Alamo Pintado Ave. Suite 205
Post Office Box 176
Los Olivos, CA 93441-0176
  Tel: 805.686.1862 | Fax: 805.686.1844