Family Office • Since 1964
Strategic Wealth Planning for a Lasting Legacy
We provide expert family office services tailored to preserve and grow your wealth across generations. Personalized strategies in financial management and tax planning give you peace of mind for the future.
Unified Expertise, Tailored Solutions. Your Family’s Complete Wealth Management, All in One Place.
We strive to provide comprehensive, personalized family office services that preserve and grow your family’s wealth across generations. We are dedicated to offering expert financial guidance and tailored strategies, ensuring that your legacy is protected and your future is secure.
Who We Serve
Unified Expertise, Tailored Solutions
Your family’s complete wealth management—under one roof
We align strategy, tax, and governance with your values. From cash flow and bill pay to estate design and philanthropic planning, we handle the details so you can focus on what matters most.
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
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!
Discover Legacy
LIFESTYLE AND FINANCIAL MANAGEMENT
Our second most comprehensive suite of services, where our innovative expertise can help protect & administer family governance, leadership, and generational well-being.
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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!
Discover ExpertiseWhat leaders are saying
“I rely on Alan for my tax planning and financial management.”
“Alan and GROCO are an integral part of my financial team.”
“GROCO has a hands-on feel with top-level people working directly with clients.”
