Our Story

Empowering smart investments with thoughtful tax and estate planning guidance.

A warm family gathering around a table filled with financial documents and laptops, symbolizing collaboration and learning.
A warm family gathering around a table filled with financial documents and laptops, symbolizing collaboration and learning.
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Close-up of hands exchanging a financial report with a backdrop of a cozy home office.
Close-up of hands exchanging a financial report with a backdrop of a cozy home office.
A group of diverse individuals attentively listening to a seminar on securities investments.
A group of diverse individuals attentively listening to a seminar on securities investments.

Impact

Moments from our workshops and community events empowering smart financial futures

Close-up of detailed charts and notes used during a tax and estate planning session.
Close-up of detailed charts and notes used during a tax and estate planning session.
Smiling participants engaging in lively discussion at a Yakobovich Family Foundation event.
Smiling participants engaging in lively discussion at a Yakobovich Family Foundation event.
gray computer monitor

Contact Us

Reach out for guidance or questions anytime.

Contact

Questions? Reach out anytime.

Email

Phone

info@yfamilyfoumdation.com

831-594-3399

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