Multi-Family Office since 1964

Strategic wealth planning for a lasting legacy.

GROCO combines multi-family office guidance, tax strategy, and direct advisory relationships so influential families and founders can move with clarity.

Core advisory lanes

Three service depths, from white-glove to focused CPA support.

From most complete to most focused, every relationship stays independent, planning-led, and connected to the perspective Alan Olsen amplifies through American Dreams.

Aligned Advice, Tailored Solutions

Aligned planning for complex family priorities.

We align tax strategy, cash flow, governance, and specialist coordination around your values. From bill pay and reporting to estate design and philanthropic planning, GROCO quarterbacks the work as a truly trusted, unbiased advisor. We never sell investment products.

Strategy & Protection

  • Tax Planning
  • Risk Management
  • Estate Planning
  • Philanthropic Planning

Operations & Administration

  • Bill Pay
  • Payroll & HR
  • Trust Administration
  • Investment Tracking (no product sales)

Global & Technology

  • Foreign Assets & Reporting
  • Wealth Strategy
  • IT Services
  • Family Governance

Testimonials • Trusted relationships

Advice that stays personal even at a high level.

“I rely on Alan for my tax planning and financial management.”

Dixon Doll Co-Founder, Impact Venture Capital

“Alan and GROCO are an integral part of my financial team.”

Joe Lacob Owner, Golden State Warriors

“GROCO has a hands-on feel with top-level people working directly with clients.”

Wally Hawley Co-Founder, InterWest Partners

Latest thinking

Insights from GROCO and Alan Olsen.

Recent articles, tax perspectives, and planning ideas that support the broader GROCO conversation.

See all insights

Alan Olsen and American Dreams

Use Alan Olsen's interviews to extend the GROCO story.

American Dreams gives GROCO a credible media engine: founders, investors, operators, and public voices sharing what success, stewardship, and long-range thinking look like in practice.

Alan Olsen