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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 


Financial Planner
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9403
Fax: 949-878-9420
Email: james.tam@FamilyOfficeRIA.com

James Tam, Financial Planner

James joined the Family Office Registered Investment Advisory (FORIA) team in May of 2024 as an Investment Analyst. He earned his B.A. in Economics at the University of California, San Diego. His professional expertise lies in risk assessment, data analysis, financial operations, and leadership. As an Investment Analyst and Financial Planner, James brings an experienced perspective to the Family Office RIA clients. He has valuable experienced gained during years of serving high net worth clients at JPMorgan Chase, Merrill Lynch, and Citi Private Bank.

James' experience at the bulge bracket firms includes being entrusted with serving as a primary liaison for the prestigious Ultra High Net Worth market segment. By catering to clients and family offices of corporate executives and major public companies, he expanded the client base and significantly enhanced the company's reputation. This experience equipped him with a deep understanding of high-value transactions, complex financial structures, and the unique challenges associated with serving a discerning clientele. His responsibilities also included guiding clients through the onboarding process, conducting comprehensive financial assessments, and validating sources of wealth with a strong focus on regulatory compliance and risk mitigation, ensuring strict adherence to industry standards. Furthermore, he honed his analytical skills and financial acumen during years of crafting and implementing customized investment strategies that encompass traditional and alternative investments in private equity and hedge funds.

 

 

 

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.