Search results for: family legacy
Why Are The Wealthy & Family Offices Investing in Private Companies?
Why Are The Wealthy & Family Offices Investing in Private Companies? Well, it’s true that many private companies would gladly accept significant investment from a venture capitalist. However, there is a new trend emerging among wealthy investors that goes against the norm. Increasingly, private companies are turning to private investors and family office wealth to…
Read MoreThe Roots of the Family Business
The Roots of the Family Business By Elizabeth Bowden-David As entrepreneurs, my husband and I take every opportunity to teach our children about the family business. They are still pretty young, so we stick to basic concepts such as product, customer, revenue, cost, and profit. Many of these discussions take place around the dinner table…
Read MoreThe Jelly Belly Legacy | Herman G Rowland
Episode Transcript of: The Jelly Belly Legacy | Herman G Rowland Alan Welcome back. I’m here today visiting with Pam rollin. He’s the chairman of the board of the Jelly Belly company here in Fairfield, California. Welcome to today’s show. Herman Thank you, Alan. Glad to be here. Alan So tell me your background,…
Read MoreLegacy of Success | Doug Keyston
Episode Transcript of: Legacy of Success | Doug Keyston Alan Welcome back. I’m here today with Doug Keyston. And he’s a private wealth client advisor here in the San Francisco Bay Area. Welcome to today’s show. Doug Thanks very much Alan. Alan Doug. Can you give me your background? Doug I happy to do…
Read MoreOur Legacy | Morey Greenstein
About Morey Greenstein Morey Greenstein is the Founding Partner of Greenstein, Rogoff, Olsen & Co., LLP. The firm began in 1964 as a sole proprietorship and was among the first accounting practices in the new city of Fremont, California. In 1980, Morey opened a second office in Palo Alto to serve his growing client…
Read MoreLegacy of Service | Cliff Dochterman
About Cliff Dochterman Cliff Dochterman served as the World President of Rotary International from 1992-1993. His professional career was spent in the field of higher education administration. As a youth, being motivated by his brother, Cliff became part of the Boy Scouts of America where he obtained the rank of Eagle scout. He has…
Read MoreRestoring Quality of Life Through Joint Replacements | Alexander Sah
Transcript of Alexander Sah interview for the American Dreams Show, “Restoring Quality of Life Through Joint Replacements”: Alan Olsen: So just for the listeners, I’ve had personal experience with you. You’re my surgeon who helped you do a partial knee replacement. And thank you very much. But for the listeners here, can you give us…
Read MoreWhat is GROCO?
We are often asked; “What is GROCO and what does GROCO do for its clients?”. This article will attempt to briefly answer those two questions. GROCO’s Start GROCO, also known as GROCO.com or Greenstein, Rogoff, Olsen & Co., LLP, is a family office tax and advisory firm founded in 1964 by Morey Greenstein, CPA. Since…
Read MoreVC Success With Silicon Valley Veteran Andrew Romans
Andrew Romans, General Partner of 7BC Venture Capital, Author, and University Professor discusses navigating Silicon Valley, venture capital (VC), startup success, and the future of tech investment on Alan Olsen‘s American Dreams Show. Transcript: Alan Olsen Welcome to American Dreams. My guest today is Andrew Romans. Andrew, welcome to today’s show. Andrew Romans Thank you so…
Read MoreJason Ma on Shaping Next-Gen Leaders
Jason Ma Discusses Shaping Next-Gen Leaders on Alan Olsen‘s The American Dreams Show Transcript of American Dreams interview titled; “Mentoring The Next Generation“ Transcript: Alan Olsen Welcome to American Dreams. My guest today is Jason Ma. Jason, welcome to today’s program. Jason Ma Thank you so much for inviting. It’s an honor and pleasure…
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