Our offices are located in California, Nevada, and New York.

Serving the Greater San Francisco Bay Area and beyond. Contact us to learn how our services can be customized to address your needs.

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Estate Tax Planning

Our Estate Tax Planning services enable you to plan for generations to come.

With proper planning, your personal goals for your wealth can be executed in accordance with your wishes while minimizing your taxes.

We get to know our clients deeply. This means building a deep, trusting relationship and discovering what the long-term goals are. It's about asking the right questions so that we can construct a plan that achieves those goals and minimizes the tax impact on clients and their families.

It starts with a discovery process that allows us to create a plan with possible solutions and opportunities. This includes the pros and cons of the various planning options. Next, we prepare a tax plan for entities that are part of your estate plan. We guide you on the decision-making when it comes to implementation of the plan, and we revise it with you as your needs change.
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Our Core Services

Income Tax Planning & Compliance

Our income tax planning and compliance services deliver proactive strategies and personalized solutions to minimize your tax burden and ensure seamless compliance with regulations.

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Business & Financial Advisory

We work closely with you to provide the financial expertise and guidance you need to run your business effectively.

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Audit & Attest

We partner with you to provide comprehensive audit and accounting services tailored to your specific needs.
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Family Office

Our family office services provide comprehensive cash flow and balance sheet tracking, administrative support, and lifestyle management tailored to the unique needs of high-net-worth families.
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Tax-Efficient Entity Structuring

We collaborate with you to design a business structure that meets your objectives while optimizing your tax outcomes. 

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Estate Tax Planning

Our estate tax planning services help you preserve and transfer your wealth to future generations with strategies that minimize tax liabilities and ensure your wishes are fulfilled.

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General Partner Management Services

Launching a venture capital, private equity, real estate, or hedge fund demands rigorous financial oversight, but for many General Partners, a full-time internal CFO is not practical. That’s where we can help.

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