About the Dream Team

The Dream Team is a select, invitation-only group of professional advisors in Orange County, California, serving businesses and high-net-worth and ultra-high-net-worth individuals and families. Our members include attorneys, CPAs and tax advisors, wealth advisors, bankers, commercial and real estate brokers, valuation experts, investment bankers, insurance and HR professionals, and other trusted business advisors.

We share a simple idea. The best referral comes from someone who truly understands your work. So we invest the time to know each other’s practices, clients and standards, and when a client needs an advisor we can make a confident, well-placed introduction.

What sets us apart

• Depth over volume: a deliberately small group, chosen for expertise, integrity and client service.
• Complementary disciplines: legal, tax, wealth, banking, real estate, insurance, people and transaction expertise for businesses and their owners, and for high-net-worth and ultra-high-net-worth families.
• Thoughtful introductions: each member keeps a private referral guide so introductions are timely and well matched.

Members

Membership is by invitation. Member profiles, referral guides and shared resources are available to members in the private member hub.

Each member is an independent professional who practices through his or her own firm. Nothing on this site is legal, tax, financial or investment advice. See our Terms of Use.