Business Details
50+ Years
experience
Trusted Family Office & Wealth Management Services
Groco has been a trusted partner in family office and wealth management since 1964, serving high-net-worth individuals, entrepreneurs, and multigenerational families. Our expertise spans tax planning, estate strategies, philanthropy, and legacy preservation, with a client-first philosophy that prioritizes long-term advisory relationships. We combine decades of experience with a personalized approach, offering conflict-free financial guidance tailored to each family's unique needs. Our team of certified CPAs and advisors delivers sophisticated solutions for wealth preservation, risk management, and generational planning.With offices in Fremont, CA, and Overland Park, KS, we serve clients globally, including founders of transformative companies like Apple, Google, and Meta. Our commitment to innovation and discretion has earned recognition as one of Silicon Valley's top CPA firms and a nationally ranked Best Place to Work. We empower clients to align wealth with values, ensuring financial security and purpose-driven legacies across generations.
Services
Tax Planning
Estate Planning
Philanthropic Planning
Risk Management
Generational Planning
Cash Management
Trust Services
Wealth Strategy
Family Office Advisory
Details
- Year established: 1964
Highlights and features
- We offer 60+ years of experience in family office tax and advisory services.
- Our team includes certified CPAs with expertise in complex financial landscapes.
- We provide conflict-free, investment-agnostic financial strategies.
- We serve influential families and venture capitalists globally.
- We combine personalized service with innovative legacy-building solutions.
What people say
Integral part of my financial team
Hands-on feel
Top level people
Reliable tax planning
Generational wealth expertise
Services
Family Office Advisory
Groco provides comprehensive family office services tailored to preserve and grow wealth across generations. Our team offers personalized strategies in tax planning, estate management, and philanthropy. We act as a trusted partner, ensuring financial decisions align with family values and long-term legacy goals.
Tax Planning
Our tax planning services minimize clients' overall tax burden through proactive, year-round strategies. We specialize in complex tax returns, international tax reporting, and executive compensation planning. Our CPAs deliver conflict-free advice, ensuring compliance while optimizing financial outcomes for high-net-worth individuals and businesses.
Estate Planning
Groco helps clients create robust estate plans to protect assets and ensure seamless wealth transfer. We develop customized succession strategies, including trusts and charitable foundations. Our approach combines legal expertise with financial planning to safeguard family legacies and reduce tax liabilities.
Philanthropic Planning
We design philanthropy strategies that align with clients' values and financial goals. Services include foundation setup, donor-advised funds, and strategic charitable partnerships. Our team ensures tax-efficient giving while maximizing social impact through sustainable, purpose-driven initiatives.
Risk Management
Groco's risk management services identify and mitigate financial vulnerabilities. We analyze investment risks, insurance coverage, and asset protection strategies. Our goal is to safeguard wealth against market volatility and unforeseen events, ensuring long-term stability for clients and their families.
People
Alan Olsen
Managing Partner
Alan Olsen, CPA, MBA, leads Groco with 30+ years of experience in family office tax advisory. He founded Legacy Builders, a philanthropy organization, and hosts the American Dreams podcast. Recognized as a top CPA by Bloomberg and Fox News, he focuses on conflict-free wealth strategies.
Steve Singer
Partner
Steve Singer, CPA, specializes in tax and financial planning for ultra-high-net-worth clients. He serves on boards for Bizworld.org and the American Diabetes Association. With expertise in venture finance and charitable planning, he delivers strategic solutions for complex financial landscapes.
Hal Friedman
Partner
Hal Friedman, JD, brings 30+ years of tax and legal expertise to Groco. A Stanford Law graduate, he advises on international tax, corporate structures, and estate planning. His work focuses on minimizing tax liabilities for high-net-worth individuals and multinational corporations.
Ron Cohen
Partner
Ron Cohen, CPA, MST, has 33+ years in public accounting, specializing in international tax. He previously taught taxation at Ohlone College and worked with Fortune 500 companies. His expertise includes cross-border tax compliance and strategic financial advisory for global clients.
Questions
What services does GROCO offer?
GROCO provides family office advisory, tax planning, estate management, philanthropy strategies, and risk management tailored to high-net-worth individuals and families.
Who are GROCO's typical clients?
We serve entrepreneurs, venture capitalists, multigenerational families, and executives seeking comprehensive wealth management and legacy planning solutions.
How does GROCO approach tax planning?
Our tax planning focuses on minimizing liabilities through proactive strategies, including year-round advisory, international tax compliance, and investment-agnostic advice.
Are GROCO's services available globally?
Yes, we serve clients worldwide from offices in California and Kansas, with expertise in cross-border tax and financial planning.
What sets GROCO apart from other firms?
We combine decades of experience with a client-first philosophy, offering conflict-free, personalized advisory services focused on long-term generational wealth preservation.
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