OUR ADVISORY FIRM’S SERVICES
FAMILY OFFICE AND LEGACY
Our top tier and most robust suite of services. Essentially, your goals = our goals. So you can enjoy, keep & grow your wealth for future generations!
LIFESTYLE AND FINANCIAL MANAGEMENT
Our second most comprehensive suite of services, where innovative expertise protect & administration family governance, leadership & generational well-being!
WEALTH AND TAX ANALYSIS
Our “Best in Class” traditional full-service CPA firm suite of services, providing expert CPA advisor business, family, tax and estate advisory since 1964, with 100% objectivity because we don’t sell investments!
WATCH THESE INTERVIEWS WITH SUCCESSFUL ENTREPRENEURS ON THE AMERICAN DREAMS SHOW!
Giacomo Marini – The Man Who Builds Tech Giants
Marini is a Silicon Valley-based entrepreneur and investor with extensive hands-on management experience in starting and growing new businesses, identifying, and leveraging emerging technologies, developing, and growing great management teams capable of operating on a global level. Marini has been Chairman and CEO of Noventi Ventures, a Silicon Valley-based technology investment firm, which he founded…
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Pulak Sinha – The Dawn of Asset Tech
Pulak is the Founder & CEO of Pepper. Pepper is the next generation of smart digital infrastructure for asset managers bringing together the latest in cloud, artificial intelligence, open architecture, and user interface technologies. Before leaving to start building the digital platform that would become Pepper,Pulak was a founding member of GSO Capital Partners —…
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A Man With The Ripple Effect | Tyler Barth
Tyler Barth is Founder and Partner of Legacy House Ventures where he is an active investor supporting founders with impact-focused businesses. Legacy House Ventures’ portfolio currently includes sustainable consumer goods and services and projects focused on Edtech, upcycled healthy candy and Cleantech. Tyler has been a Strategic Advisor for Guggenheim Partners for the past seven…
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The War on Human Trafficking | Mitzi Perdue
Author, speaker, and science and health writer, Mitzi Perdue holds a BA with honors degree from Harvard University and an MPA from the George Washington University. She is a past president of the 40,000-member American Agri-Women, and as a former syndicated columnist, her Scripps Howard column, The Environment and You for almost 10 years was the most…
WatchWHAT PEOPLE ARE SAYING ABOUT GROCO
JOE LACOB
The NBA Golden State Warriors
"Alan and GROCO are an integral part of my financial team."
HARRY L. CROSBY III
Son of Bing Crosby
"Thank you Alan for serving as our family financial advisor."
STEPHEN MEADE
California Bank and Trust
"Perhaps the true reward of giving to the community is when you inspire others. Consider me as one person you have inspired, Alan."
WHO WE'VE WORKED WITH
