Platinum Family Wealth of Beverly Hills

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Platinum Family Wealth of Beverly Hills

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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.

10/01/2026

What happens when too much of your wealth depends on one stock?

An exchange fund may offer eligible investors a way to gain more diversified exposure without selling their appreciated shares at the outset. But it is not a simple swap: eligibility, fees, liquidity restrictions, and tax treatment all deserve careful review. Tax deferral is not the same as eliminating tax.

Curious how the strategy works? Read our exchange funds article on LinkedIn and watch the companion video on YouTube. Find both through the links in our bio.

For educational purposes only. Not individualized investment, tax, or legal advice.

Platinum Family Wealth & Garrett Devine offer investment advice through Belpointe Asset Management, LLC.

Info: adviserinfo.sec.gov

09/08/2026

Your investment portfolio may have created meaningful wealth but accessing that value without selling can create a planning challenge.

For investors who need liquidity, borrowing against eligible investments may offer flexibility while allowing the portfolio to remain invested.

But securities-based lending is not a simple source of cash: interest costs, market volatility, collateral requirements, maintenance calls, and overall repayment planning all matter.

In our latest YouTube video, we break down:
~ What securities-based lending is and how it works
~ How an investment portfolio may be used as loan collateral
~ Potential uses for a securities-based line of credit
~ Why borrowing may be considered instead of selling investments
~ Interest-rate, market, and collateral risks to evaluate
~ Why securities-based lending is generally not used to purchase or trade securities

Watch the full educational video through the link in our bio.

This content is for educational purposes only and is not individualized investment, tax, legal, or lending advice. Consult qualified financial, tax, legal, and lending professionals regarding your circumstances.

More info: platinumfamilywealth.com

08/13/2026

Your company stock may have created significant wealth, but it can also create a planning problem.

For executives and insiders, selling shares for diversification or liquidity is often more complex than it appears.

A Rule 10b5-1 trading plan may help create a more disciplined, pre-arranged framework for future sales. But it is not a “set it and forget it” solution: timing, cooling-off periods, company policies, plan design, tax considerations, and legal/compliance coordination all matter.

In our latest YouTube video, we break down:

~ What material nonpublic information (MNPI) means

~ How a 10b5-1 plan works

~ Cooling-off periods and common limitations

~ Why plan changes can have consequences

~ How executives can think about diversification, liquidity, and concentrated-stock risk

Watch the full educational video through the link in our bio.

This content is for educational purposes only and is not individualized investment, tax, or legal advice. Consult qualified legal, tax, and financial professionals regarding your circumstances.

07/23/2026

Estate planning works best when it is reviewed, coordinated, and communicated.

platinumfamilywealth.com

07/09/2026

Rule 10b5-1 plans help insiders sell or diversify company stock while managing insider trading risk and blackout windows. They are not “set it and forget it” plans; they must balance SEC rules, company policies, cash flow, taxes, and your overall wealth plan.

Executives and insiders are juggling cooling-off periods, limits on overlapping plans, disclosure and reporting requirements, insider trading policies and blackout calendars, and complex equity, tax, and concentration issues.

A specialized advisor helps design and maintain a plan that supports long-term goals, coordinates with RSUs and options, manages concentration risk, and keeps pace with changing SEC requirements.

With the right advisor, your 10b5-1 plan is not just compliant. It becomes part of a clear, coordinated strategy for diversification, cash flow, charitable and estate planning, and major company events.

06/25/2026

Think of it this way:
You invest in quality companies, they share a portion of their profits as dividends, and over time those payments can become a meaningful income stream.

Three pillars we focus on when evaluating dividend stocks:

>Dividend yield: Is the income reasonable and aligned with your goals, not just “high” on paper?

>Payout sustainability: Are cash flows and the payout ratio healthy enough to support those dividends through different market cycles?

>Dividend growth: Has the company consistently grown its dividend over time?

Reinvested dividends can quietly compound in the background, helping your future self even when markets feel noisy.

If you’re a creator or professional with uneven income, a thoughtfully designed dividend strategy can be one piece of a broader, goals-based plan, not a shortcut to “easy money.”

06/13/2026

A trust is not just a document; it is a structure with specific moving parts: the creator, the trustee, the beneficiaries, the assets, and the rules that govern everything.

An advisor helps you design and coordinate those pieces so the trust actually supports your estate, investment, and wealth transfer goals, making it a more powerful tool in your overall plan.

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.

Address

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

Telephone

+13107215199

Website

http://platinumfamilywealth.com/, https://www.youtube.com/@PFW_BeverlyHills, https://www.instagram.com/pfw_beverlyhills/

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