About Our Firm
We Would Rather Teach Than Sell
Our firm is represented across the US, but the Bay Area team is focused on working with with families, business owners, and foreign national investors in our own backyard. Much of our work is centered on helping clients understand how each option works, what it may cost, and what risks or limitations should be considered before a decision is made. We explain the reasoning behind our recommendations in straightforward language so you can evaluate the path for yourself. When a simpler or more cost-effective approach is appropriate, we say so. As income changes, tax rules evolve, and businesses and families move through new stages, we stay engaged and adjust the plan while there is still time to respond thoughtfully