Platinum Family Wealth of Beverly Hills

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Beverly Hills, CA
Platinum Family Wealth of Beverly Hills

The Family Office for entrepreneurs, real estate investors & the ultra-affluent.

Our goal is to craft custom portfolios that prioritize the needs and objectives of each individual client, supporting our clients each step of the way as they reach for their personal financial goals.

“Family is the foundation. Support, trust, and guidance are the building blocks.” - Garrett Devine

Instagram: https://www.instagram.com/pfw_beverlyhills/

Platinum Family Wealth of Beverly Hills

and Garrett Devine offer Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521, (“Belpointe"). Insurance products are offered through a network of licensed insurance providers. Important information and disclosures related to Belpointe are available at http://www.belpointeasset.com/disclosure/. Additional information pertaining to Garrett Devine and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov.

05/28/2026

Your income is unpredictable.

Your plan should not be.

When HNW creatives partner with the right advisor, volatility can become a rhythm they can actually live on.

05/18/2026

Most owners have their wealth, reputation and family income tied to the business but no written plan for what happens next.

Succession planning protects your life’s work, your family and your team when life changes or you are ready to retire.

05/08/2026

A fiduciary financial advisor is on your side, legally and financially, with zero hidden agendas and no “good enough” products picked just because they pay higher commissions.

05/01/2026

Won the lottery? That's when the real work begins. With a seasoned advisor in your corner, that win can become real long-term freedom, not just a one-time moment.

04/16/2026

Direct indexing = Index Exposure + Customization + Potential Tax Benefits.

04/07/2026

Thinking about a 529 college savings plan?

Not all 529 dollars are invested the same way. 529-A, 529-F-1, and 529-F-2 may look alike on the surface, but their fees are very different. An independent RIA can help you choose the right share class, maximize potential state tax benefits, compare plan costs, and keep your child's 529 in sync with your overall financial plan.

platinumfamilywealth.com

03/28/2026

Sitting on too much of one stock?
A trusted advisor can help you turn that position into a real plan.

03/20/2026

Retirement planning looks very different when your wealth is in businesses, real estate, and concentrated stock—not just a 401(k).

A trusted advisor helps you turn that complex balance sheet into:

>>Tax‑efficient, reliable income

>>Coordinated investment, estate, and charitable strategies

>>A clear plan that supports your lifestyle, kids, and legacy

If you’re 5–10 years from retirement and want to know whether your plan truly reflects your goals, let’s talk.

03/12/2026

RIAs are fiduciaries paid to put your goals first.

03/03/2026

Why sell investments to raise cash when you can borrow against them? A securities‑backed line of credit (SBLOC) lets you unlock liquidity using your investment portfolio as collateral, without disrupting your long‑term strategy.

Address

468 N Camden Drive, Suite 200
Beverly Hills, CA
90210

Telephone

+13107215199

Website

http://platinumfamilywealth.com/

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