Strategic Wealth Planning for a Lasting Legacy

We provide expert family office services, tailored to preserve and grow your wealth across generations. Our personalized strategies in investment 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

High Net Worth Individuals

Pre-Liquidity Planners

Multi-Generational Families

Next-Gen Leaders

CEO & Founders

Private Equity

Entrepreneurs

Venture Capital Partners

Expert services tailored precisely to your family’s financial aspirations

  • Tax Planning
  • Risk Management
  • Estate Planning
  • Philanthropic Planning
  • Bill Pay
  • Payroll and HR services
  • Foreign Assets
  • Trust Services
  • Foreign Assets
  • Wealth Strategy
  • IT Services
  • Investment Tracking

What Others Are Saying About GROCO

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

Dixon Doll

Co-Founder of Impact Venture Capital

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

Joe Lacob

Owner of the Golden State Warriors

GROCO has more of a hands-on feel with top level people working with the client

Wally Hawley

Co-Founder of InterWest Partners

Your financial future starts here. Start building your strategy with us today.

Insights

Legacy Builders Inspires Philanthropic Revolution

Steve Young and GROCO -Build an Epic Family Legacy

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sucessful-people

The Qualities That Define 
A Successful Entrepreneur

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Podcast

American Dreams Logo - med grey star

Watch our Managing Partner, Alan Olsen as he connects with various entrepreneurs to find out how they found success in business and in life.

Latest Episode

The Art of Multi-Generational Living: 
An Interview with Gary Klaben