Risk Management
We outline subjective risk and planning tradeoffs before you make high-impact financial decisions.
Lifestyle and Financial Management
Lifestyle and Financial Counseling Services
GROCO has been a lifestyle and financial advisor to ultra-affluent families since 1964. We can respond to changing needs with tax strategy, planning, and day-to-day financial coordination.
From simple tax solutions to private jet ownership structure advice, we help households and business operations run more efficiently with well-organized records and objective guidance.
What We Do For You
Tax Planning
Our objective is to minimize the overall tax burden of our clients and keep strategy moving year-round.
Cashflow Analysis & Projection
We act as independent number crunchers and analysts so you can make informed decisions with clear visibility.
Estate Planning
We help organize succession planning and bring clarity to the steps needed for long-term continuity.
Retirement Planning
We help plan for a comfortable future with enough resources to maintain the lifestyle you want to preserve.
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.
