Family Office, family office services, financial management, tax planning, financial management

Single & Multi Family office services

Legacy family offices and so much more! At GROCO, we become your personal CFO by providing you with robust virtual family office services. We provide comprehensive financial management & consulting firm for businesses, not-for-profits, high-net-worth individuals and their families. We at GROCO understand the time you spend dealing with the complexities of wealth. We help lift that burden so you can focus on what’s more important. Let us give you better peace of mind by knowing that your day to day challenges are being handled by experts.

WHAT WE DO FOR YOU

RISK MANAGEMENT

We want to multiply your investments with a minimum level of risk. At GROCO we’ll outline subjective risk, before you make crucial financial decisions.

PHILANTHROPIC
PLANNING

Whether it’s setting up a foundation or finding the right non-profit for your donations. GROCO will help you build a philanthropy plan that best suits you.

ESTATE PLANNING

We’ll help you organize and create a succession plan. GROCO gives peace of mind knowing that all will be taken care of when the time comes.

GENERATIONAL PLANNING

GROCO will help you make a plan to take care of your family’s wealth for generations to come, creating both security and legacy.

CASH MANAGEMENT & BILL PAY

Don’t get bogged down with the nitty gritty of every day life, let us manage your bill pay and cash so you can enjoy what’s really important.

CONSOLIDATED REPORTING

Let us organize and consolidate your financial statements into a single report. Consolidated reporting gives you peace of mind knowing your finances are in order.

TRUST & FOUNDATION

We’ll help you establish and manage your family trust and foundation, protecting your assets along the way.

TAX PLANNING

Our primary objective with our tax planning services is to minimize the overall tax burden of our clients, and save them money wherever possible.

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Alan Olsen

Managing Partner

Alan Olsen is Managing Partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO), a leading CPA firm in the San Francisco Bay Area. His firm has been recognized as one of the Top 25 Best Managed CPA firms in the USA by Inside Public Accounting. His firm has also received recognition as one of the fast growing companies in the San Francisco Bay Area by the San Francisco Business Times and was named as one of the Ten Best Financial Planning Firms in the USA by the CPAWealth Provider. Alan has 30 years of experience in family office tax and strategic advisory services, and works with some of the most successful venture capitalists and entrepreneurs in the world, helping to develop innovative financial management strategies for business enterprises.

In addition to his management role at GROCO, Alan is also actively involved in his community. He hosts the weekly radio show, Alan Olsen’s American Dreams, which is aired in the San Francisco Bay Area on KDOW 1220AM. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.). SIEPR’s goal is to improve long-term economic policy. Alan also serves on the Board of Trustees at Southern Virginia University, the fastest growing private university in the United States.

 

OTHER SERVICES

LIFESTYLE AND FINANCIAL MANGEMENT

WEALTH AND TAX ANALYSIS

WHO WE'VE WORKED WITH

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Customer Reviews

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

JOE LACOB
Owner, Golden State Warriors

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

DIXON DOLL
Co-Founder, Impact Venture Capital

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

WALLY HAWLEY
Co-Founder, InterWest Partners

GROCO Ultra Affluent Advisors