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
GET READY FOR THE EXCITEMENT
Former Guest Speakers - Jan. 25th 2024 Event
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.
Dame Sheila B. Driscoll
CEO of Dame Venturus
Ann Christensen
President of Clayton Christensen Institute
Pamela Hawley
CEO of UniversalGiving
Aldo Carascoso
CEO and Co-Founder of ViVum Computing
Eric Ball
Co-Founder and General Partner at Impact Venture Capital
Mike Murray
Advisor & Helper
DeAnne Stidham
Creator of LuLaRoe
Mark Stidham
CEO of LuLaRoe
Bob Gay
Co-Founder of HGGC and Unitus