Irvine, CA Office

Chequers Financial Management LLC provides bespoke advisory services to ultra‑high‑net‑worth individuals and complex, multi‑generational families, as well as their trusts, estates, charitable foundations and business entities. The firm offers two primary, tailored service tracks — a Personal CFO/Corporate Executive service for high‑net‑worth executives and a Multi‑Family Office service — addressing wealth transfer, estate and philanthropic planning alongside ongoing financial administration.

The firm combines customized financial planning with discretionary investment management, typically emphasizing passive, asset‑class funds, disciplined rebalancing and occasional tax‑loss harvesting, while offering alternative investments for qualified clients. Although Chequers generally does not promote margin trading, it permits client‑authorized borrowing in separately managed accounts and notes that such use of leverage can affect account valuations and management fee calculations.

Chequers manages roughly $1.31 billion across a nine‑advisor team, producing a relatively high level of assets per advisor compared with many team firms and reflecting a focus on larger, more complex client relationships rather than non‑HNW retail accounts. Its integration of Multi‑Family Office capabilities, in‑house and coordinated third‑party services (including tax preparation, cost‑segregation analysis, lines of credit and back‑office administration) together with a willingness to include private and alternative investments distinguishes its practice among similarly sized advisory teams.