GROCO CPAs & Advisors

GROCO CPAs & Advisors is a certified public accounting and family office firm in the San Francisco Bay Area. It advises families and business owners on wealth, tax and estate matters. The firm says it has offered CPA advice since 1964 and does not sell investments, which it presents as a source of objectivity.

What GROCO CPAs & Advisors offers

• Family office and legacy: its most extensive service tier, covering family governance and long-term planning across generations.
• Lifestyle and financial management: administration and oversight of a family's day-to-day financial life.
• Wealth and tax analysis: traditional CPA services including business, family, tax and estate advice.

Clients

Wealthy families and business owners. The site names a professional sports franchise and a bank among its references.

Key facts

• Based in: San Francisco Bay Area, California
• Practice history: CPA advisory since 1964
• Managing partner: Alan Olsen, with more than twenty-five years in advisory work
• Media: The managing partner hosts a interview series called the American Dreams Show