Our Expertise
Combined we have over 50 years of relevant business and advisory experience. We bring a rare combination of financial precision and fiduciary responsibility — ensuring that every asset is managed with both technical expertise and genuine care.
Our Client Relationships
Transparency and accountability are not buzzwords here — they are the foundation of everything we do. Client communication is a cornerstone to our operations.
Our Philosophy
We treat every client's assets as if they were our own — with the same diligence, discretion, and attention to detail we would expect for ourselves and our families. We are principal investors, and understand the demands and responsibilities involved in managing assets.
Our Foundation
We believe trust is built through action, not words. To every client engagement, we bring honesty, precision, and an unwavering dedication to protecting what matters most to you.
Ari Bass
Managing Partner and Co-Founder
With 20 years of leadership in multi-generational family wealth management, Ari has experience delivering integrated investment, tax, risk and estate strategies aligned to long-term enterprise objectives. Ari is recognized as a trusted partner in defining vision, governance and investment policy.Â
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As a board member across diversified portfolios in real estate, energy, technology, financial services, manufacturing, transportation/logistics, and consumer products, Ari demonstrates expertise in designing and optimizing investment and operating infrastructures to enable scale while safeguarding family interests.
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His professional background includes private equity and family office principal, investment banking, accounting and consulting, and investment management.
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He holds Master of Accounting (MAcc) and Economics (B.A.) degrees from the University of Southern California and The Claremont Colleges' Pitzer College, respectively. He has passed the NASD Series 7 and 63, and NASAA Series 65 securities licenses (expired), and is a Certified Public Accountant (inactive).
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Ari is pleased to announce that he will be sitting for the Certified Fiduciary exam and looks forward to serving clients with the highest standard of care, integrity, and expertise.
Phone: 818-599-6668
Heather Bass
Partner and Co-Founder
Heather is a seasoned accounting professional with over 25 years of experience operating her own practice. Throughout her career, she has served a diverse clientele spanning a wide range of industries and financial profiles — from professional service firms, small businesses, and not-for-profit agencies to high-net-worth individuals and families.
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Known for her precision, discretion, and client-centered approach, Heather brings deep financial expertise and a longstanding commitment to integrity to every engagement.Â
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She earned a Bachelor of Science in Management from the AB Freeman School of Business at Tulane University. She is also a Certified Public Accountant (inactive).
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With the launch of Bass Trust and Consulting Services, Heather looks forward to offering accounting and consulting services to individuals, families, and businesses who need a trusted advisor in their corner.
Phone: 818-599-8612