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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General Partner Management Services

Launching a venture capital, private equity, real estate, or hedge fund entity demands rigorous financial oversight, but for many General Partners, a full-time internal CFO is not practical. This creates a need for specialized financial management that scales with the fund’s growth and complexity.

We act as a strategic partner, allowing General Partners to outsource. Our deep involvement in your financial operations creates a seamless and efficient process when it comes to your business and personal financial reporting needs. This integrated approach minimizes stress and allows you to focus on what you do best: deal sourcing, portfolio management, and investor relations.

We provide comprehensive General Partner services, including:

  • Reviewing fund activity recorded by fund administrators, in accordance with management’s policies
  • Making recommendations to management and fund administrators on appropriate accounting practices
  • Assisting with the annual financial statement audits and tax preparation to ensure timely completion
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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.

View More