Elite Tax & Financial Services for Bel Air, Beverly Crest, Beverly Glen & Holmby Hills
In the quiet, gated lanes of Bel Air, the tree-lined ridges of Beverly Crest, the winding streets of Beverly Glen, and the elegant estates of Holmby Hills, financial sophistication is more than a luxury—it’s a necessity. Whether you’re managing high-net-worth assets, overseeing multiple income streams, or stewarding generational wealth, you need a financial partner who provides discretion, strategy, and white-glove service.
At Mofrad Financial Solutions, we specialize in guiding affluent clients through complex financial landscapes. Our team works closely with individuals, families, and family office representatives in Bel Air and its prestigious surrounding communities to deliver tax strategies, wealth protection planning, and advisory services that reflect your success—and preserve it.
Why Discerning Clients in Bel Air and Nearby Estates Choose Us
Privacy, precision, and perspective—our clients in this area demand all three. With an experienced team and a deeply personalized approach, we help simplify the complexities of high-earning households, providing seamless financial oversight that allows you to focus on what matters most.
Here’s what sets us apart:
Expertise in multi-entity tax structures, trusts, and real estate portfolios
Proactive planning to manage cash flow, tax exposure, and intergenerational assets
Concierge-level service, built on discretion and long-term relationships
Efficient collaboration with your attorney, financial advisor, or estate planner
A boutique firm feel with big-picture knowledge and deep technical skill
Comprehensive Financial Solutions for Ultra-High-Income Households
Whether you’re a longtime resident of Holmby Hills or have recently invested in property in Beverly Glen, our services are designed to meet the demands of modern wealth management.
Strategic Tax Planning & Preparation
We provide high-level tax preparation with an emphasis on optimization, including AMT navigation, capital gains strategy, and income distribution planning.
Real Estate Investment & Passive Income Support
Many clients in these neighborhoods hold significant real estate portfolios. We help manage 1031 exchanges, depreciation schedules, and passive activity rules.
Trust & Estate Tax Coordination
From generation-skipping trusts to fiduciary returns, we work alongside your estate team to ensure tax compliance and reduce transfer liabilities.
Multi-Entity Financial Oversight
If you manage income through LLCs, S-Corps, or partnerships, we ensure consistency across filings and provide clear reports that align with your goals.
IRS Representation & Risk Mitigation
Our team serves as your front line in managing audits, notices, and tax agency inquiries—handling matters with professionalism and discretion.
Family Office Support & Advisory
Whether formal or informal, we assist family offices with coordinated tax strategy, financial reporting, and ongoing compliance for long-term peace of mind.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Supporting Sophisticated Financial Lifestyles in LA’s Most Iconic Communities
The prestige of Bel Air, Beverly Crest, Beverly Glen, and Holmby Hills is matched by the complexity of the financial decisions that come with living here. At Mofrad Financial Solutions, we understand how to navigate the unique demands of these neighborhoods—from luxury property management to legacy planning.
We don’t just serve your numbers—we serve your vision for security, continuity, and financial clarity.
Quiet, Customized Service for 90077 and Surrounding ZIPs
Serving households across the hills of West LA, we maintain the highest standards of confidentiality, accuracy, and responsiveness. Whether you prefer in-person consultations or discreet digital interaction, our process is designed to respect your time and meet your expectations.
What to expect from us:
One-on-one service with a dedicated advisor
High-level support for both simple and intricate filings
A team that understands wealth—and protects it
Secure systems for documentation and e-signature
Transparent communication and responsive guidance year-round
Call 213-388-8400 to book your free consultation with our team.
Expert financial solutions for your goals. You can count on us.
Frequently Asked Questions
Do you work with clients who have multiple business entities?
Yes. We manage filings and reporting across LLCs, corporations, and trusts—ensuring consistency and tax efficiency.
Can you coordinate with my legal and investment advisors?
Absolutely. We’re experienced in multi-party collaboration and will ensure your tax strategy aligns with your broader financial goals.
I’m selling a high-value property—can you help with planning?
Yes. We help clients prepare for large transactions with pre-sale planning, capital gains management, and reinvestment strategies.
Are your services private?
Discretion is a core part of our client relationships. All communications and records are handled with strict confidentiality and secure protocols.
Do you offer family financial advisory support?
We do. From wealth transfers to philanthropic planning, we work with families to develop clear strategies that last across generations.