Lifestyle & Financial Management

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

LIFESTYLE & 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 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.

FINANCIAL COUNSELING SERVICES

GROCO has been financial advisors to the ultra-affluent since 1964. We have experience and size to respond to your changing needs. We provide financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

What We Do For You

umbrella
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.

payment-method
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!

contract
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.

percentage (1)
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.

piggy-bank
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.

Our experts resolve disparate complex wealth & tax concerns, so you can relax!

YOUR GOALS = OUR GOALS

Multi-generation family joy, unity,
legacy, values, succession & wealth.

OUR LEGACY of EARNED TRUST

Your personal CFO & team of 100% independent expert CPAs; we don’t sell investments!

INNOVATION

Leverage our network for innovative
expert insights, best practices & more.

EXPERTISE

We see to tax, estate, business, trust, planning & risks, so you enjoy, keep & grow your wealth.

In short, we give you peace of mind.

In short, we give you peace of mind.

CONTACT US