Risk Management
We want to multiply your investments with a minimum level of risk before you make crucial financial decisions.
Family Office and Legacy
Single & Multi Family office services
Legacy family offices and so much more. At GROCO, we become your personal CFO by providing robust virtual family office services.
We provide comprehensive financial management and consulting for businesses, not-for-profits, high-net-worth individuals, and their families, so you can stay focused on what matters most.
What We Do For You
Philanthropic Planning
Whether you are setting up a foundation or finding the right non-profit, we help build a giving plan that fits your values.
Estate Planning
We help you organize and create a succession plan so important decisions are handled before they become urgent.
Generational Planning
GROCO helps families create a plan that protects wealth across generations and preserves both security and legacy.
Cash Management & Bill Pay
Let us manage the day-to-day financial details so you are not stuck in the operational weeds of daily life.
Consolidated Reporting
We organize statements and reporting into a single clear view so you always know where things stand.
Trust & Foundation
We help establish and manage family trusts and foundations while protecting assets and supporting long-term intent.
Tax Planning
Our tax planning work is designed to reduce overall tax burden and save clients money wherever possible.
Alan Olsen and American Dreams
Alan Olsen gives GROCO a voice people can follow before they ever become clients.
American Dreams turns interviews into a trust-building engine for the firm. It gives Alan a steady stream of founder stories, operator lessons, and leadership conversations that reinforce the GROCO point of view in public.
