Lifestyle and Financial Management

Our second most comprehensive suite of services, also relationship based with increased communications with client; providing expert management of lifestyle, ultra finance, tax strategy and planning with fees blended between a retainer and convenient monthly payments.

LIFESTYLE AND FINANCIAL COUNSELING SERVICES

GROCO has been lifestyle & financial advisors to the ultra-affluent since 1964. We have the experience and size to respond to your changing needs. In addition to expert tax and accounting services, we can provide much more: management, advice, number crunching and financial risk management information to our clients in a timely and accurate manner. From simple tax solutions, to private jet ownership structure advice, meaningful, well-organized management and financial records ensure that your household, primary interests and business operations run more efficiently on a daily basis.

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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.

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.

Cashflow Analysis & Projection

We are your 100% independent (we don’t sell investments) objective number crunchers, analysts and CPAs, ready to help you make informed decisions!

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.

Retirement Planning

Let us help you plan for a comfortable and ideal future, with enough resources to maintain your preferred lifestyle.

YOU ARE THE KEYSTONE TO ALL WE DO

At GROCO, we unify the complexities of wealth and tax management, giving you the freedom to focus on what truly matters in life.

YOUR GOALS = OUR GOALS

We champion multi-generation family prosperity, forging a legacy that reflects your values and aspirations.

OUR LEGACY OF EARNED TRUST

Rely on a personal CFO and a fully independent team of expert CPAs—free from investment sales—to protect and grow your wealth.

INNOVATION

Tap into our extensive network for forward-thinking insights, best practices, and progressive strategies tailored to your evolving needs.

EXPERTISE

From tax and estate planning to business structures and risk management, we handle the details so you can thrive and enjoy your wealth.

OTHER SERVICES

FAMILY OFFICE AND LEGACY

How Some Big Companies Are Maximizing Their Tax Benefit