Monrovia, CA Office

Keystone Global Partners provides comprehensive wealth and investment management, financial planning, family office services, and personal exit advisory to affluent individuals and families, trusts and estates, charitable organizations, private foundations, business entities, and other U.S. and international institutions. The firm’s March 31, 2026 regulatory reporting shows $580,530,365 in assets under management, and its brochure states it generally applies a $20 million aggregate asset minimum for advisory engagements while allowing exceptions.

Investment decisions are guided by a formal Investment Committee that develops long- and near-term asset-class views, performs manager due diligence, and constructs diversified portfolios across public equities, fixed income, private equity, real estate, and alternative strategies. For clients with appropriate circumstances the firm may employ derivatives for hedging, invest in private funds and separately managed strategies, and incorporate borrowing and specialty lending as part of family office liquidity solutions (including investment lines of credit and margin).

What distinguishes Keystone among similar team firms is the concentration of assets relative to its adviser headcount: the brochure identifies two principals and the firm’s $580+ million AUM, producing materially higher AUM per advisor than typical peers and indicating a focus on larger, complex relationships. The brochure also emphasizes integrated family-office capabilities—quarterly retainers, tax and estate coordination, insurance review and implementation—and a stated policy that neither the firm nor its access persons accept commissions or trail fees, reflecting a fee-only, independence-oriented operating model.