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The Hayes Mansion

May 9th 8:00 am to 4:00 pm

Our Mission

At Greenstein, Rogoff, Olsen & Co., LLP (GROCO), we have dedicated the last 30 years to empowering high net worth individuals, closely held businesses, and venture capital partners with comprehensive tax, strategy, and advisory services. Our commitment extends beyond financial prosperity, focusing on nurturing wealth in a way that enriches not just our clients, but the broader community as well. We believe that with the right guidance and strategic planning, wealth can be a powerful tool for societal impact.


Legacy Builder

Promises to be an enriching experience, that offers a unique blend of insight, purpose, and community. It is an opportunity to connect with like-minded individuals and families who share a commitment to making a lasting difference through their legacies.

Your presence at our invite-only Legacy Builders inaugural conference, would not only enrich the discussions but will set the tone for a collective vision and energy of creating a more impactful philanthropically engaged society. We are eager to welcome you to this gathering of influential figures and thought leaders in the Silicon Valley region.  We are confident that your participation will be immensely valuable and look forward to welcoming you.

Event Details:

Date: May 9th 2024

Time: 8:00 am to 4:00 pm

Location: 200 Edenvale Avenue,

San Jose, CA 95136

Platinum Sponsors


Why Attend The Legacy Builders Conference?

Explore Various Vehicles for Legacy Building

Identify core values that align with generational wealth through Legacy Impact

Facilitate introductions for future philanthropic collaborations

Provide the steps that create a legacy blueprint that is both visionary and actionable


Former Guest Speakers - Jan. 25th 2024 Event

Amazon, Alan L. Olsen, CPA

Alan Olsen

GROCO Family Offices Advisors

Alan Olsen, CPA, serves as the Managing Partner at Greenstein, Rogoff, Olsen & Co., LLP (GROCO), bringing over 30 years of tax advisory experience to Silicon Valley and the San Francisco Bay Area. With his exceptional expertise, he has played a vital role in serving influential entrepreneurs and venture capitalists, contributing to the success stories of renowned companies such as Google, SpaceX, Tesla, and Oracle.

At GROCO, Alan specializes in providing tax and financial strategies to high net-worth individuals and family office clients. Renowned as a captivating speaker on income tax matters, he has made appearances on esteemed platforms including KPIX, KRON, Consumer Reports, CNN, Fox Business, Bloomberg, and more.

Alan's commitment to community involvement shines through his hosting of "American Dreams" since 2011. This captivating multimedia show features interviews with top CEOs, venture capitalists, and thought leaders, who share their remarkable success stories and invaluable insights.

Sheila Driscoll

Dame Sheila B. Driscoll

CEO of Dame Venturus


Ann Christensen

President of Clayton Christensen Institute

Pamela Hawley

Pamela Hawley

CEO of UniversalGiving

Aldo Carrascoso

Aldo Carascoso

CEO and Co-Founder of ViVum Computing

Eric Ball

Eric Ball

Co-Founder and General Partner at Impact Venture Capital

Mike Murray

Mike Murray

Advisor & Helper

DeAnn Brady

DeAnne Stidham

Creator of LuLaRoe

Mark Stidham

Mark Stidham

CEO of LuLaRoe

Bob Gay

Bob Gay

Co-Founder of HGGC and Unitus