Single & Multi-Family Office Services
GROCO CPAs act as your personal CFO—protecting today’s wealth and building tomorrow’s legacy through full-service family-office solutions.
Managing significant wealth is complex and time-consuming. We shoulder that burden so you can devote your time to what matters most—family, business, and purpose.
Acting as your objective partner, our independent experts handle everything from routine bill pay to high-stakes planning in:
- Tax strategy
- Estate design & administration
- Investment oversight (we advise; we don’t sell)
With GROCO, every financial detail is managed by professionals who put your interests first.
Contact UsWHAT WE DO FOR YOU
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.
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.
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.
GROCO will help you make a plan to take care of your family’s wealth for generations to come, creating both security and legacy.
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.
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.
We’ll help you establish and manage your family trust and foundation, protecting your assets along the way.
Our primary objective with our tax planning services is to minimize the overall tax burden of our clients, and save them money wherever possible.
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
WHO WE'VE WORKED WITH
Customer Reviews
"Alan and GROCO are an integral part of my financial team.."
"I rely on Alan for my tax planning and financial management"
"GROCO has more of a hands on feel with top level people working with the client"
