FAMILY OFFICE AND LEGACY
Our top tier and most robust suite of services. Essentially, your goals = our goals. So you can enjoy, keep & grow your wealth for future generations!
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LIFESTYLE AND FINANCIAL MANAGEMENT
Our second most comprehensive suite of services, where our innovative expertise can help protect & administer family governance, leadership, and generational well-being.
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WEALTH AND TAX ANALYSIS
Our “Best in Class” traditional full-service CPA firm suite of services, providing expert CPA advisor business, family, tax and estate advisory since 1964, with 100% objectivity because we don’t sell investments!
Discover ExpertiseStrategic Wealth Planning
for a Lasting Legacy
Unified expertise, tailored to help your family protect, grow and pass on wealth — without the stress.
Let Us HelpYears in Practice
Assets Under Advice
Independent & Conflict-Free
Who We Serve
High-Net-Worth Individuals
Multi-Generational Families
Founders & CEOs
Pre-Liquidity Leaders
Next-Gen Stewards
Expert Services
- Tax Planning
- Estate Planning
- Risk Management
- Philanthropic Strategy
- Bill Pay & Payroll
- Trust Administration
- Wealth Strategy
- Investment Tracking
- Foreign Asset Reporting
- Family Governance
- IT & Cybersecurity
- Next-Gen Education
Trusted by Industry Leaders
“I rely on Alan for my tax planning and financial management.”Dixon Doll — Co-Founder, Impact VC
“Alan and GROCO are an integral part of my financial team.”Joe Lacob — Owner, Golden State Warriors
“GROCO provides a hands-on feel with top-level people working directly with the client.”Wally Hawley — Co-Founder, InterWest Partners
Podcast
Managing Partner Alan Olsen interviews exceptional entrepreneurs to uncover what really drives success—in business and in life.
Latest Episode
The Art of Multi-Generational Living
with Gary Klaben