Comprehensive Wealth Management for Ultra-High-Net-Worth Families in LA
Wealth Management and Family Office Services in Los Angeles | Manhattan Beach & South Bay
For more than two decades, Certuity has provided wealth management and family office services to high-net-worth and ultra-high-net-worth families across the South Bay and greater Los Angeles.
From our Manhattan Beach office, we serve families and business owners in Redondo Beach, Hermosa Beach, Santa Monica, El Segundo, Palos Verdes, and throughout the Westside.
We coordinate every dimension of your financial life: investment management, tax strategy, estate planning, and access to institutional-quality alternative investments.
Start your journey with a trusted financial advisor
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Wealth Management Across LA and the South Bay
Our Manhattan Beach office is located in the Sand Section, just a few blocks from the pier. We serve high-net-worth individuals and families throughout the Beach Cities, including Manhattan Beach, Hermosa Beach, and Redondo Beach, as well as Santa Monica, El Segundo, Palos Verdes, and the broader Westside and South Bay communities.
We coordinate with local CPAs and estate attorneys to deliver comprehensive wealth management tailored to your situation.
Your Wealth Management Team in Manhattan Beach
Mark Udis is a Partner of Certuity and has served as a trusted financial advisor to high-net-worth families since 2005. A Manhattan Beach local, Mark is actively involved in the community and brings nearly two decades of experience navigating the wealth management needs of the Beach Cities' most successful individuals and families. Mark is consistently recognized as a top wealth manager.
Led by Partner Mark Udis, a Manhattan Beach local for over two decades, our team understands the financial complexities that South Bay business owners and ultra-high-net-worth families navigate: from concentrated equity positions in LA's tech and entertainment sectors to multi-generational estate planning in one of California's highest-tax environments.
The Certuity Difference
Expertise – Our team specializes in complex wealth situations: business owners preparing for exits, executives managing concentrated positions, families developing multi-generational estate plans. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax mitigation strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities.
Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.1
Founders & Executives
Exit & Liquidity Planning – Position yourself for the strongest possible exit from pre-sale planning to post-sale wealth management.
Executive Compensation –Understand and manage your equity including RSUs, stock options, and deferred compensation strategies.
Concentrated Positions – Manage concentrated positions with tax‑efficient diversification strategies designed to support long‑term financial objectives while considering risk.
UHNW Families
Family Office – Comprehensive wealth management for ultra-high-net-worth families: consolidated reporting, coordination with CPAs and estate attorneys, and concierge services.
Estate Planning –We work with clients and their estate attorneys to implement trusts, entities, and gifting strategies intended to support wealth planning objectives across generations.
Philanthropic Impact – Support causes you care about while reducing estate taxes through donor-advised funds, private foundations, and other charitable vehicles.
Sophisticated Investors
Investment Management – Experience a portfolio and roadmap that is tailor-made to your goals and view your complete financial picture in real time.
Advanced Tax Strategies – Minimize taxes and maximize wealth by offsetting ordinary income, generating recurring tax benefits, and deferring capital gains taxes.
Alternative Investments – Access curated private opportunities spanning hedge funds, venture capital, private equity, private credit, and more.
Frequently Asked Questions
What wealth management services does Certuity offer in Manhattan Beach?
Our Manhattan Beach team provides comprehensive wealth management, family office services, tax strategy, estate planning, alternative investments, and executive compensation planning. We serve high-net-worth and ultra-high-net-worth individuals and families throughout the South Bay, including Manhattan Beach, Hermosa Beach, Redondo Beach, and Santa Monica.
How is Certuity different from other wealth management firms in Los Angeles?
We combine boutique, high-touch service with institutional-quality capabilities. Through our partnerships with accomplished asset managers, we provide access to alternative investments spanning venture capital, private equity, hedge funds, and private credit. Our technology-forward approach means you can view your complete financial picture in real time.
Does Certuity work with business owners and executives?
Yes. Our Manhattan Beach team specializes in the complex financial situations common among founders and executives: concentrated equity positions, stock option planning, liquidity events, and tax-efficient diversification strategies. We coordinate with your existing CPA and estate attorney to ensure every aspect of your financial life is aligned.
Why choose Certuity?
Certuity is led by entrepreneurs and professional investors who understand wealth creation firsthand. Our Manhattan Beach office is led by Mark Udis, a Partner and local resident who has served the Beach Cities community for over two decades.
Leadership You Can Trust
We don’t just talk about excellence—we’re ranked for it.
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The Forbes Top RIAs ranking was given on October 1, 2025 and was created and tabulated by Forbes and Shook Research. The ranking was formulated based on the period of October 2024 - October 2025.
- The Barron’s Top 1,200 Advisors ranking was given for the years of 2014 - 2024 and was created and tabulated by Barron's. In 2025, the ranking was given on March 11, 2024 and was formulated based on the period of March 2024 – March 2025.
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