Lisa Rumbaugh: Board Member in Rancho Santa Margarita, CA

MIG Management Services provides financial and operational management services to several affiliated entities including MIG Capital, MIG Real Estate and MIG Private Equity.

This is a wonderful nonprofit serving homeless and nearly homeless individuals, single moms, families and individuals living with AIDS/HIV in Orange County and the Inland Empire. They provide emergency shelter and services, temporary housing and permanent housing all with supportive services and case management. Their tag....helping people find their way back home. Their goal...to end the cycle of homelessness for those who enter their system of care.

Manage operations related to a high school and college scholarship program. Responsible for customization of Salesforce instance to manage all student data for compliance documentation and collaboration between staff. Manage accounting, tax and corporate governance matters for organization.

Managed accounting functions and financial reporting for financial service company, family private foundation, corporate foundation, family trusts, real estate investment companies and all related broker-managed portfolios. Maintained extensive tax projection / investment forecast / cash flow forecast report for primary family including detailed strategic planning to maximize asset growth and charitable giving. Responsible for US tax compliance and tax planning matters for family individuals, trusts, corporations, partnerships and private foundations. Responsible for building management of two commercial buildings.

High net worth family financial and asset management. Individual, trust, non-profit and international tax compliance. Private foundation grant management. Off-shore investment tracking and administration. Worldwide cash management.

Corporate, S-Corp, Partnership, Trust, Individual and Nonprofit tax return preparation.