Search results for: family legacy
How to demonstrate mutual respect in the workplace
Definition: Mutual Respect Mutual respect should be at the core of any true principle-based leader. Mutual respect is the recognition that two or more individuals have valuable/important contributions to make in a relationship. Benefit: Mutual Respect When an individual demonstrates mutual respect, they show that they not only care for others, they also care for…
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OUR HISTORY The history of GROCO is tightly woven into the fabric of Silicon Valley and the birth of the modern venture-capital industry. In 1964, visionary accountant Morey Greenstein founded a boutique Bay-Area firm dedicated to the region’s emerging business leaders. Among his first clients were the founding venture capitalists of Silicon Valley. As the…
Read MoreWealth and Tax Analysis
WEALTH AND TAX ANALYSIS Our “Best in Class” traditional full-service CPA firm suite of services, relationship based and also includes client communications. We’re your personal team of CPAs expert in tax strategy, preparation and any analysis requiring number crunching. This service offering involves a traditional retainer plus hourly fees when applicable. WEALTH & TAX PLANNING…
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Lifestyle and Financial Management Our second most comprehensive suite of services, also relationship based with increased communications with client; providing expert management of lifestyle, ultra finance, tax strategy and planning with fees blended between a retainer and convenient monthly payments. LIFESTYLE AND FINANCIAL COUNSELING SERVICES GROCO has been lifestyle & financial advisors to the ultra-affluent…
Read MoreBeyond the Game: How One Coach Helps Provide Better Socioeconomic Opportunities For Her Team.
Rose Shoen is a semi pro soccer player in the Women’s Premier Soccer league. She received all star selection in 2016 and 2017. She also holds a C national USSF coaching license and founded her own men’s soccer franchise, Azteca FC in 2013. She is the only female owner/manager/coach in the San Francisco Soccer Football League’s history. Rose also works coaching high school youth from low income minority groups with the objective to help them receive college scholarships. Many of these players
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A Full Suite of Services with Your Needs at the Center Explore Our Service Tiers Choose the service level that best matches your financial needs and goals. Whether you’re looking for comprehensive family office support, focused wealth management, or specialized consulting, we offer tailored options to suit every stage of your financial journey. Click below…
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