Your Family Office
Built from a family office model, Rexford coordinates insurance, investments, real estate, compliance, and more, all under one team.
What We Do
Rexford was built from a family office model from day one: insurance and risk management, compliance, investment coordination, private equity and venture access, real estate, accounting, and healthcare navigation, all run by one team instead of a list of advisors who never talk to each other. See the full family office overview →
Trust and estate coordination that keeps every document, beneficiary, and policy aligned.
Whole, Term, and IUL's structured around the estate you've actually built. Plus fixed and guaranteed income.
Coordinated with your CPA to reduce exposure across income and estate taxes.
Physical property, staff management, bill pay, and travel coordination handled for you.
Guidance through healthcare and senior care decisions, drawing on direct experience operating licensed care facilities.
Acquisition, structuring, and oversight for property held inside the family office.
Direct and fund access to early-stage opportunities vetted for the family.
Allocation and manager access across strategies built for diversification.
Day-to-day oversight of owned real estate, from maintenance to tenants.
Acting as trustee or fiduciary for family entities and closely held companies.
Charitable giving, foundations, and donor-advised funds structured to align with your estate and tax plan.
Governance, formation, and operational guidance for family foundations and the non-profits you support.
Legacy Plan
Estates grow. Coverage rarely keeps pace. We start with education — walking through what you've built, what's actually at risk, and what it takes to transfer it the way you intend.
We collaborate directly with your CPA, estate attorney, and wealth manager so every piece of the plan is aligned before anything is placed.
Discuss Your Legacy PlanEstate Management
Physical property, household staff, bill pay, and travel coordination don't run themselves. We manage the operational side of your estate so it doesn't fall on you or your family.
It's the kind of coordination a family office handles quietly in the background — you get that structure without building one yourself.
Discuss Estate Management
Healthcare Navigation
Specialists, second opinions, and senior care decisions are easier to get right with someone who's navigated them before — we draw on direct experience operating licensed care facilities.
We help coordinate care before a decision has to be made under pressure, not after.
It's not just about care when something goes wrong — we also connect families with wellness and longevity resources built to keep them healthy.
Discuss Healthcare NavigationClient Reviews
"Jonathan is amazing! He is patient, thoughtful and honest. If anyone needs insurance — he's your guy!"
Jonathan Hoenig
Google Review
"Incredible service. Trusted advice. Thorough analysis. Super responsive and patient with rounds of questions."
Douglas Schiller
Local Guide · Google Review
"Jonathan at Rexford Insurance Solutions provided excellent guidance for my life insurance. Professional, clear, and trustworthy."
Rachel Victor
Google Review
"Very honest, knowledgeable, and was able to explain everything clearly. A wonderful experience from start to finish."
John Partouche
Google Review
Education
Practical guidance for families and the advisors who serve them.
Read Our Insights →Get In Touch
We're happy to be a resource. Whether it's your estate, your investments, your properties, or a decision that needs a second set of eyes — reach out.